Senior Financial Consultant

2 weeks ago


Dudley, Dudley, United Kingdom GCB Recruitment Full time
Opportunity for a Self-Employed Financial Advisor

We are working with a well-established independent firm based in the West Midlands, seeking a Self-Employed Financial Advisor to join their company. This is an excellent opportunity for a motivated individual to build their client bank and earning potential.

As a Self-Employed Financial Advisor, you will have the opportunity to work from home after an induction period. The company provides full support on all systems and no monthly additional fees.

Key Highlights:

  • £50,000 - £150,000 OTE - Unlimited earning potential
  • 70% - 30% split
  • Full support on all systems
  • Leads provided to grow existing client bank

Responsibilities:

  • Contact clients and book meetings for in-depth reviews of their financial circumstances
  • Analyse information and prepare recommendations best suited to individual clients' requirements
  • Research approved products and provide clients with information on new and existing services
  • Develop and maintain client relationships
  • Maximise opportunities to build a profitable client bank

Requirements:

  • Fully qualified advisor (Diploma in Regulated Financial Planning)
  • Own client bank with funds under management
  • Excellent communication skills and English language proficiency
  • Computer literate with attention to detail
  • Highly self-motivated with ability to offer excellent financial advice


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