Financial Advisor
| Self-Employed Financial Advisor | £50,000–£150,000+ OTE | Dudley | Hybrid Working |
Our client, a well-established and highly respected independent financial services firm, is looking to recruit a Self-Employed Independent Financial Advisor to join their growing team in the West Midlands.
With a strong reputation in the market and a significant volume of business coming through the door, this is an excellent opportunity for an experienced Financial Advisor looking to maximise their earning potential while benefiting from a steady flow of leads and comprehensive support.
Following a successful induction period, the role offers the flexibility to work from home, providing the ideal balance of autonomy and support.
The Role
As a Financial Advisor, you will:
- Conduct in-depth client reviews, assessing financial circumstances, existing arrangements, and future objectives
- Build and maintain strong long-term client relationships
- Analyse client information and prepare tailored financial recommendations
- Research and recommend suitable products from an approved panel of providers
- Present financial reports and recommendations clearly and professionally
- Keep up to date with financial products, market developments, and regulatory changes
- Grow and develop your client bank while maximising opportunities for referrals and new business <...