Financial Advisor - Preston

Our clients are a well-established independent firm. They are seeking a Self-Employed Independent Financial Advisor to join their company based in the Preston 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
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