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Self Employed Financial Advisor

Posted 18 March by Heat Recruitment
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Salary icon Salary negotiable
Location icon Nottingham , Nottinghamshire

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Location: Nottingham, UK (Office, Hybrid, or Remote)

Are you a dynamic and driven individual with a passion for finance and helping others achieve their financial goals? We are seeking a self-employed Financial Advisor to join our team in Nottingham. Whether you prefer working in an office environment, a hybrid setup, or from the comfort of your own home, we welcome talented professionals who are committed to delivering exceptional financial advice and service to our clients.

Responsibilities:

  • Provide comprehensive financial planning and investment advice to clients based on their individual financial goals, risk tolerance, and financial situation.
  • Conduct thorough financial assessments, including analyzing clients' assets, liabilities, income, and expenses.
  • Develop customized financial strategies and investment plans to help clients achieve their short-term and long-term financial objectives.
  • Stay up-to-date with financial market trends, regulations, and products to provide informed recommendations to clients.
  • Build and maintain strong client relationships through regular communication, reviews, and adjustments to financial plans as needed.
  • Adhere to ethical and regulatory standards in the financial services industry, ensuring compliance with relevant laws and regulations.

Requirements:

  • Proven experience as a Financial Advisor, with a track record of successfully managing client relationships and delivering financial solutions.
  • Strong understanding of financial products, investment strategies, retirement planning, and wealth management principles.
  • Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
  • Self-motivated and driven to achieve results, with a passion for helping clients achieve financial success.
  • Relevant qualifications such as a degree in finance, economics, business, or a related field, along with industry certifications.
  • Ability to work independently and manage your own schedule effectively.

Benefits:

  • Flexible work arrangements: Choose between working in our office, a hybrid setup, or remotely from anywhere.
  • Unlimited earning potential: As a self-employed Financial Advisor, your earnings will be based on your performance and the success of your client relationships.
  • Support and resources: Access to training, tools, and support to help you succeed in your role.
  • Opportunity for growth: Join a dynamic team with opportunities for professional development and advancement.

If you are a motivated and dedicated Financial Advisor looking for a flexible opportunity in Nottingham, we would love to hear from you. Apply now to become part of our team and help our clients achieve their financial dreams.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

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Reference: 52329506

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