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Self-employed financial adviser - guildford

Guildford
Freelance
GCB
Financial advisor
Posted: 2 July
Offer description

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Self-Employed Financial Adviser - Guildford, Guildford

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Client:

GCB


Location:

Guildford, United Kingdom


Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

3b64a3d59acb


Job Views:

3


Posted:

29.06.2025


Expiry Date:

13.08.2025

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Job Description:

Our clients are a well-established independent firm seeking a Self-Employed Financial Advisor to join their team based in Guildford, working remotely. They have an excellent reputation and a high volume of business.

Working hours:

The role offers flexible working hours, with the option to work from home. As a self-employed Financial Advisor, you will have the potential to earn significantly based on your business development efforts, with some top earners making up to £300,000 annually.

* Unlimited earning potential, depending on business written and work ethic
* 80:20 split of earnings
* Full support on systems with no monthly fees

Key responsibilities include:

* Contact clients and schedule meetings for financial reviews
* Analyze client information and liaise with support to prepare recommendations
* Research product providers and inform clients about products and services
* Stay updated on financial legislation and products
* Develop and maintain client relationships

Requirements:

* Diploma in Regulated Financial Planning (fully qualified advisor)
* Experience as an adviser or progression from related roles
* Existing client bank preferred
* Excellent communication skills in English
* Computer literate with attention to detail
* Self-motivated and proactive
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