Our clients are a well-established independent firm. They are seeking a Self-Employed Financial Advisor to join their company based in Warrington, working from home. They have an excellent reputation and have a huge amount of business coming through to them.
As a Self-Employed Financial Advisor your role will involve the following:
1. Contact clients and book meetings for in-depth reviews of the client’s financial circumstances, current provisions, and future aims.
2. Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
3. Research an approved panel of product providers and provide clients with information on new and existing products and services.
4. Maintain commercial awareness: keep up to date with financial products and legislation as well as ensure your technical knowledge is maintained.
5. Develop and maintain client relationships.
6. Continuously develop a client bank and maximise opportunities ensuring profitable relationships are built.
For the Self-Employed Financial Advisor role you must have:
1. Fully qualified advisor (Diploma in Regulated Financial Planning).
2. Preferably experience as an adviser but would consider someone looking for progression from a previous role.
3. An existing client bank to bring with you.
4. Excellent communicator with an exceptional grasp of the English Language; both written and spoken.
5. Computer literate with exceptional attention to detail.
6. Highly self-motivated and a natural self-starter.
Working hours:
As a Self-Employed Financial Advisor, you will be required to work on a self-employed basis. Working hours are flexible, and working from home is available in this role.
Salary/Package:
1. Unlimited earning potential; their highest earners are banking £300,000 a year.
2. It all depends on how much business you are writing and your work ethic.
3. 80:20 split.
4. Full support is provided on all systems and no monthly additional fees.
#J-18808-Ljbffr