Financial Adviser

GCB Recruitment

Posted 12 hours ago, valid for a day

Warrington, Cheshire WA12DS, England

£300,000 per annum

Full Time

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Sonic Summary

A well-established independent financial advisory firm is seeking an experienced Financial Advisor to join their team, offering significant earning potential and flexible working conditions.
The position is self-employed and remote, with the top earners making up to £300,000 annually, depending on business volume and work ethic.
Candidates must be fully qualified with a Diploma in Regulated Financial Planning and preferably have prior advisory experience, though those looking to progress from other roles will be considered.
The firm provides extensive support, including compliance, training, paraplanning, and administrative assistance, with an attractive 80:20 commission split.
Successful applicants should have an existing client bank, excellent communication skills, and strong attention to detail, along with a self-motivated and proactive work ethic.

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.

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