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Senior Financial Consultant

2 months ago

Preston, Lancashire, United Kingdom GCB Recruitment Full time

Financial Advisor Opportunity

**About the Role**

We are seeking a highly skilled and experienced Financial Advisor to join our client's team as a Self-Employed Independent Financial Advisor. Based in the Preston area, this is an excellent opportunity to work with a well-established independent firm that has a strong reputation and a high volume of business.

**Key Responsibilities**

* Contact clients and book meetings for in-depth reviews of their financial circumstances, current provisions, and future aims.
* Analyze information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
* Research and provide clients with information on new and existing financial products and services.
* Develop and maintain client relationships, ensuring profitable relationships are built.

**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.
* Computer literate with exceptional attention to detail.
* Highly self-motivated with the ability to offer excellent financial advice.

**What We Offer**

* Unlimited earning potential, with the highest earners banking £300,000 a year.
* 65% - 80% split.
* Full support is provided on all systems, with no monthly additional fees.
* Flexible working hours, with the option to work from home.

**Why Choose This Opportunity?**

This is a unique chance to work with a reputable firm, offering a high level of autonomy and flexibility. If you are a motivated and experienced Financial Advisor looking for a new challenge, this could be the perfect opportunity for you.