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Financial Advisor

2 months ago

Preston, Lancashire, United Kingdom GCB Recruitment Full time

Our esteemed clients, a well-established independent firm, are seeking a highly skilled Self-Employed Independent Financial Advisor to join their team based in the Preston area. With an excellent reputation and a substantial client base, they offer a unique opportunity for a motivated individual to excel in their career.

Key Benefits:

  • Unlimited earning potential, with top performers achieving up to £300,000 per annum
  • A competitive 65% - 80% split of earnings
  • Full support and training on all systems, with no additional monthly fees

Working Arrangements:

  • As a Self-Employed Financial Advisor, you will work on a flexible schedule, with the option to work from home
  • Opportunities for remote work and flexible hours

Requirements:

  • Fully qualified advisor with a Diploma in Regulated Financial Planning
  • Established client base with funds under management
  • Excellent communication and interpersonal skills, with a strong grasp of the English language
  • Proficiency in computer software and attention to detail
  • Highly motivated and self-driven individual with a passion for delivering exceptional financial advice

Responsibilities:

  • As a Self-Employed Independent Financial Advisor, you will be responsible for contacting clients, booking meetings, and providing in-depth reviews of their financial circumstances and current provisions
  • Develop and maintain strong relationships with clients, providing tailored financial advice and guidance