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Expert Financial Consultant

1 month ago

Dudley, Dudley, United Kingdom GCB Recruitment Full time
Financial Services Opportunity

As a Self-Employed Financial Advisor with GCB Recruitment, you will be part of a well-established independent firm based in the West Midlands. You will be responsible for contacting clients, booking meetings for in-depth reviews of their financial circumstances, current provisions, and future aims. You will also analyse information, liaise with internal support to prepare recommendations best suited to individual clients' requirements, and review financial reports. Additionally, you will research an approved panel of product providers to provide clients with information on new and existing products and services. You will be supported with leads to help grow your client bank and earning potential. The package includes a £50,000 - £150,000 OTE with a 70% - 30% split and full support on all systems with no monthly additional fees.

Responsibilities Include:
  • Contact clients and book meetings for in-depth reviews of their 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.
  • Research an approved panel of product providers to provide clients with information on new and existing products and services.