Independent Financial Advisor

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:

• 70% - 30% split
• Full support is provided on all systems and no monthly additional fees.
• Leads are provided to help grow existing client bank

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 techni...