Our clients are a well-established independent firm. They are seeking a Self-Employed Independent Financial Advisor to join their company based in the West Midlands. They have an excellent reputation and have a huge amount of business coming through, Therefore can provide leads and help build your client bank and earning potential.
As a Self-Employed Independent Financial Advisor, working from home is available to the successful candidate after an induction period has been completed.
Package:
- £50,000 - £150,000 OTE - Unlimited earning potential
- 70% - 30% split
- Full support is provided on all systems and no monthly additional fees.
- Leads are provided to help grow existing client bank
As a Self-Employed Independent 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 relationships
- Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.
For the Self-Employed Independent Financial Advisor role you must have:
- 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.
- You will be computer literate with exceptional attention to detail.
- You will be highly self-motivated with the ability to offer excellent financial advise