Financial Advisor
other jobs GCB Recruitment
Added before 4 Days
- England,North West,Merseyside,Liverpool
- full-time
- £50,000 - £100,000 per annum, OTE, inc benefits
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 huge amount of business coming through to them.
The successful Financial Advisor will be offered:
* Unlimited earning potential, their highest earners are banking £300,000 a year
* 65% - 80% split
* Full support is provided on all systems and no monthly additional fees.
Working hours:
* As a Financial Advisor, you’ll be required to work on a self-employed basis, working hours are flexible.
* Working from home is available in this role.
Financial Advisor requirements:
* Fully qualified advisor (Diploma in Regulated Financial Planning)
* Must have their own client bank with funds under management
* 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 with the ability to offer excellent financial advice
As a Financial Advisor, your role will involve:
* 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.
* 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.
The successful Financial Advisor will be offered:
* Unlimited earning potential, their highest earners are banking £300,000 a year
* 65% - 80% split
* Full support is provided on all systems and no monthly additional fees.
Working hours:
* As a Financial Advisor, you’ll be required to work on a self-employed basis, working hours are flexible.
* Working from home is available in this role.
Financial Advisor requirements:
* Fully qualified advisor (Diploma in Regulated Financial Planning)
* Must have their own client bank with funds under management
* 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 with the ability to offer excellent financial advice
As a Financial Advisor, your role will involve:
* 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.
* 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.
Job number 1604451
metapel
Company Details:
GCB Recruitment
Company size: 10–19 employees
Industry: Recruitment Consultancy
As one of the leading specialist recruiters in the UK, GCB Recruitment specialises in recruiting across the UK and overseas for the Land, New Homes, T...