Independent Financial Advisor - Dudley

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.


  • £50,000 - £150,000 OTE - Unlimited earning potential
  • 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 Self-Employed Independent 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.

For the Self-Employed Independent Financial Advisor role you must have:

  • 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 advise
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