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Financial Advisor

GCB Recruitment
Posted 2 days ago, valid for a month
Location

Norwich, Norfolk NR8 6PW, England

Salary

£300,000 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The firm is seeking an experienced Financial Advisor to join a well-established independent financial advisory firm that offers significant earning potential and flexible working conditions.
  • The position is self-employed and allows for remote work, with top earners making up to £300,000 per year depending on business generated and work ethic.
  • Candidates must be fully qualified with a Diploma in Regulated Financial Planning and preferably have experience as an advisor, although those looking to progress from previous roles may also be considered.
  • Additional support includes compliance assistance, in-house and external training, paraplanning, and admin support, with no monthly fees required.
  • The successful candidate will need to possess excellent communication skills, be computer literate, and demonstrate a high level of self-motivation and attention to detail.

Want to join a firm that can offer HUGE earning potential alongside working flexibility?

We're excited to be offering an experienced Financial Advisor a rare opportunity to join our clients, a well-established independent financial advisory firm with an excellent reputation and large quantities of business. They offer their employees fantastic earning opportunities in addition to continued support and career advancement. 

This position would be on a self-employed WFH basis. 

The successful Financial Advisor will be offered:

  • Unlimited earning potential, their highest earners are banking £300,000 a year (depends on how much business you are writing and your work ethic)
  • 80:20 split
  • Compliance support
  • In-house and external training / workshops
  • CII exam training and in-house study courses, including R0, AF, level 6 and Fellowship
  • No monthly additional fees
  • Paraplanning support
  • Admin support

Financial Advisor requirements:

  • Fully qualified advisor (Diploma in Regulated Financial Planning)
  • Preferably experience as an adviser but would consider someone looking for progression from a previous role.
  • An existing client bank to bring with you
  • 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 and a natural self-starter

Working hours:

  • Self-employed basis
  • Working hours are flexible
  • Remote working is available in this role.

As a Financial Advisor, your role will involve the following:

  • 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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.