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Our Client
Our clients are a well-established independent firm. They are seeking a Self-Employed Independent Financial Advisor to join their company based in the Preston area. They have an excellent reputation and handle a high volume of business.
Benefits for the Successful Financial Advisor
* Unlimited earning potential, with top earners making up to £300,000 a year
* Commission split of 65% - 80%
* Full support on systems with no monthly additional fees
Working Hours and Conditions
* Self-employed role with flexible working hours
* Remote working options available
* Must be a fully qualified advisor (Diploma in Regulated Financial Planning)
* Must have an existing client bank with funds under management
* Excellent communication skills, both written and spoken in English
* Proficient computer literacy and attention to detail
* Highly self-motivated with the ability to provide excellent financial advice
Role Responsibilities
* Contact clients and schedule meetings for detailed reviews of their financial circumstances, current provisions, and future goals
* Analyze client information and collaborate with internal support to prepare tailored recommendations and review financial reports
* Research approved panels of product providers and inform clients about new and existing products and services
* Maintain awareness of financial products and legislation, ensuring technical knowledge remains current
* Develop and maintain strong client relationships
* Continuously develop your client bank and maximize profitable opportunities
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