Our 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