Financial Advisor

Self-Employed Independent Financial Advisor Uncapped Earnings £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

• 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
• Work closely with the internal support team to deliver an outstanding client experience

Financial Advisor requirements

• Fully qualified Financial Advisor (Diploma in Regulated Financial Planning)
• Existing client bank with funds under management
• Strong knowledge of financial planning products and services
• Excellent communication skills, both written and verbal
• High level of professionalism and attention to detail
• Self motivated with the ability to work independently
• Passion for delivering high quality financial advice and client outcomes

What's on Offer?

• £50,000 - £150,000+ OTE with uncapped earning potential
• Competitive 70% / 30% split
• Leads provided to help grow your client bank
• Full administrative and systems support
• No monthly additional fees
• Hybrid working is available following induction
• Opportunity to join a respected and growing independent firm