Self-Employed Financial Advisor - Dudley

  • Location

    Dudley, West Midlands

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    £50000 - £100000 per annum

  • Contact:

    Oliver Cliffe

  • Email:


  • Job ref:


  • Published:

    4 months ago

  • Expiry date:


  • Consultant:

    Oliver Cliffe

Our clients, a well-established Independent Financial Advisors, are looking for experienced Self - Employed Financial Advisors to join their busy team in Dudley. The company has 800 years combined Advisory experience within a team of over 60 advisors looking after £1bn under management. Be a part of an ever expanding, successful company.

They invest tens of thousands of pounds into leads for you to service. They can offer full admin support at a fixed cost. They are looking for advisors with a client bank however you keep all the clients you bring with you and take on whilst working for my client, some leads are also provided.


  • Responding to leads provided to generate initial fact-find meetings with potential clients.
  • Effectively selling the company's services across a wide spectrum of financial products.
  • Giving whole of market advice on a range of products, in line with compliance regulations.
  • Maintaining positive and profitable long-term relationships with clients in their best interests.


  • Diploma Qualified equivalent in Financial Advice.
  • Experience in a whole of market environment is preferred.
  • Full UK Driving License.
  • Established client bank (leads will be topped up).
  • Ethical and customer-focused approach.


  • Excellent splits (up to 80%)
  • Flexible working hours.
  • Admin support available.
  • Paid for leads/appointments.
  • Help and support with every aspect of your business.

Hours: Flexible

Salary/Package: £50,000 - £100,000 OTE

GCB Agency Recruitment Ltd is acting as an Employment Agency in relation to this vacancy.