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Self-Employed Financial Adviser - Chelmsford

Self-Employed Financial Adviser - Chelmsford

GCBEssex, Chelmsford
21 days ago
Job type
  • Full-time
Job description

Our clients are a well-established independent firm. They are seeking a Self-Employed Financial Advisor to join their company based in Warrington, working from home. They have an excellent reputation and have a huge amount of business coming through to them.

Working hours :

As a Self-Employed Financial Advisor, you’ll be required to work on a self-employed basis, working hours are flexible. And working from home is available in this role.

Salary / Package :

  • Unlimited earning potential, their highest earners are banking £300,000 a year
  • It all depends on how much business you are writing and your work ethic.
  • 80 : 20 split
  • Full support is provided on all systems and no monthly additional fees.

As a Self-Employed Financial Advisor your role will involve the following :

  • As a Self-Employed 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 Financial Advisor role you must have :

  • Fully qualified advisor (Diploma in Regulated Financial Planning)
  • Preferably experience as an adviser but would consider someone looking for progression from a previous role.
  • An existing client bank to bring with you
  • 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 and a natural self-starter
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