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Form of workOur clients are a well-established independent firm. They are seeking a Self-Employed Independent Financial Advisor to join their company based in the Preston area. They have an excellent reputation and have a huge amount of business coming through to them.
The successful Financial Advisor will be offered:
- Unlimited earning potential, their highest earners are banking £300,000 a year
- 65% - 80% split
- Full support is provided on all systems and no monthly additional fees.
Working hours:
- As a Financial Advisor, you’ll be required to work on a self-employed basis, working hours are flexible.
- Working from home is available in this role.
Financial Advisor requirements:
- Fully qualified advisor (Diploma in Regulated Financial Planning)
- Must have their own client bank with funds under management
- Excellent communicator with an exceptional grasp of the English Language; both written and spoken.
- You will be computer literate with exceptional attention to detail.
- You will be highly self-motivated with the ability to offer excellent financial advice
As a Financial Advisor, your role will involve:
- As a Self-Employed Independent Financial Advisor, you will contact clients and book meetings for in-depth reviews of the client’s financial circumstances, current provisions, and future aims.
- Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
- Researching an approved panel of product providers and providing clients with information on new and existing products and services.
- Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
- Develop and maintain client relationships
- Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built
