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Financial Advisor
3 months ago
The successful Financial Advisor will be offered:
Unlimited earning potential, their highest earners are banking £300,000 a year65% - 80% splitFull 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 managementExcellent 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 relationshipsContinuous development of a client bank and maximising opportunities ensuring profitable relationships are built
