Job Overview
We are seeking a dedicated and professional Financial Advisor to join our growing business. Are you looking for the freedom to run your own business with the support of an established team?
The successful candidate will provide expert financial guidance to clients, helping them achieve their financial goals through tailored planning and investment strategies. This role offers an excellent opportunity for individuals passionate about financial services and planning to develop their career within a reputable organisation. The position is self employed and suitable for both experienced professionals and those starting their career in financial advisory services.
Responsibilities
- Analyse clients' financial situations, including income, expenses, assets, and liabilities
- Develop personalised financial plans based on clients’ objectives, risk tolerance, and time horizons
- Advise clients on investment opportunities, insurance policies, retirement planning, and estate planning
- Keep abreast of market trends, economic developments, and regulatory changes affecting financial products
- Maintain ongoing relationships with clients to review and adjust financial plans as needed
- Communicate complex financial concepts clearly
- Ensure compliance with all relevant legal and regulatory requirements within the financial services sector
Skills
- Proven experience or newly qualified with relevant qualifications i.e DipPFS/DipFA
- Excellent interpersonal and communication skills to build trust with clients
- Organised with attention to detail and the ability to manage multiple client portfolios effectively
- Knowledge of current industry regulations and best practices in financial planning
- Ability to work independently while collaborating effectively within a team environment
This role is ideal for motivated individuals eager to grow their expertise in financial advisory services while helping clients secure their financial futures, and enjoying the independence of self employment.
Benefits
- Uncapped earning potential
- Flexible working
- Full paraplanning/admin support
- Access to leads
- Opportunity to build and grow your own client bank
- Supportive and professional environment
Benefits:
- Financial planning services
- Free parking
Work Location: Hybrid remote in Bury BL0 9AQ
