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Self-Employed Financial Adviser - Chelmsford

Self-Employed Financial Adviser - Chelmsford

GCBChelmsford, England, United Kingdom
13 days ago
Job type
  • Full-time
Job description

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Self-Employed Financial Adviser - Chelmsford, Chelmsford

Client : Location :

Chelmsford

Job Category : Other

EU work permit required :

Job Reference :

0caead9f97fa

Job Views : Posted :

29.06.2025

Expiry Date : 13.08.2025

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 a high volume of business.

Working hours :

Flexible, self-employed basis with work from home options.

  • Unlimited earning potential, with top earners making up to £300,000 per year
  • Income depends on business written and work ethic
  • 80 : 20 split
  • Full support on systems with no monthly fees

Role responsibilities :

  • Contact clients and schedule meetings for financial reviews
  • Analyze information and prepare tailored recommendations
  • Research product providers and inform clients about products and services
  • Stay updated on financial products and legislation
  • Develop and maintain client relationships
  • Grow and maximize your client bank
  • Requirements :

  • Diploma in Regulated Financial Planning (fully qualified advisor)
  • Experience as an adviser or seeking progression from a previous role
  • Existing client bank (preferred)
  • Excellent communication skills in English
  • Computer literate with attention to detail
  • Self-motivated and proactive
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    Financial Adviser • Chelmsford, England, United Kingdom