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 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 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
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