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:
1. £50,000 - £150,000 OTE - Unlimited earning potential
2. 70% - 30% split
3. Full support is provided on all systems and no monthly additional fees.
4. Leads are provided to help grow existing client bank
As a Financial Advisor your role will involve:
5. 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.
6. Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
7. Researching an approved panel of product providers and providing clients with information on new and existing products and services.
8. Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
9. Develop and maintain client relationships
10. Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.
For the Financial Advisor role you must have:
11. Fully qualified advisor (Diploma in Regulated Financial Planning)
12. Must have their own client bank with funds under management
13. Excellent communicator with an exceptional grasp of the English Language; both written and spoken.
14. You will be computer literate with exceptional attention to detail.
15. You will be highly self-motivated with the ability to offer excellent financial advise