Self-Employed Independent Financial Advisor

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Ad nr: 71007
Published: 29 January 2024, views: 1

 

 

Main characteristics

Location
Preston, Lancashire
Company
GCB Recruitment
Salary
£50000 - £300000/annum
Employment type
Permanent
Category
Accounting / Financial / Insurance

Job summary

Our clients are a well-established independent firm. They are seeking a Self-Employed Independent Financial Advisor to join their company based in Preston. They have an excellent reputation and have a huge amount of business coming through to them.

Working hours:

As a Self-Employed Independent Financial Advisor, youll be required to work on a self-employed basis, working hours are flexible. And working from home is available in this role.

Salary/Package:

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.

As a Self-Employed Independent 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 clients 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.

For the Self-Employed Independent Financial Advisor role you must have:

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 advise

Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage


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Published: 29 January 2024, views: 1


Company: GCB Recruitment

Location: Preston, Lancashire

Salary: £50000 - £300000/annum


Category: Accounting / Financial / Insurance
Employment type: Permanent


Additional information:

GCB Recruitment

Application for the position: Self-Employed Independent Financial Advisor

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Attachments: • Curriculum Vitae, cover letter, other •


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