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Financial Advisor - Liverpool, Liverpool
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Client:
GCB
Location:
Liverpool, United Kingdom
Job Category:
Finance
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EU work permit required:
Yes
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Job Reference:
abac5c7f52cf
Job Views:
9
Posted:
26.04.2025
Expiry Date:
10.06.2025
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Job Description:
Our clients are a well-established independent firm. They are seeking a Self-Employed Independent Financial Advisor to join their company based in the Liverpool area. They have an excellent reputation and have a large volume of business coming through to them.
The successful Financial Advisor will be offered:
* Unlimited earning potential, with top earners making up to £300,000 annually
* Commission split of 65% - 80%
* Full support on all systems with no monthly additional fees
Working hours:
* Flexible working hours on a self-employed basis
* Option to work from home
* Must be a fully qualified advisor (Diploma in Regulated Financial Planning)
* Must have an existing client bank with funds under management
* Excellent communication skills and proficiency in English, both written and spoken
* Computer literate with attention to detail
* Highly self-motivated with the ability to provide excellent financial advice
Role responsibilities:
* Contact clients and schedule meetings for comprehensive 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 product providers and inform clients about new and existing products and services
* Maintain awareness of financial products and legislation, and keep technical knowledge up to date
* Develop and sustain strong client relationships
* Continuously grow your client bank and maximize profitable opportunities
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