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LKRWealth Paraplanning Services is a UK-based outsourced paraplanning agency providing support to Independent Financial Advisers across England and Wales. We are looking for multiple experienced freelance sales professionals to help us sell our monthly outsourced paraplanning package to UK financial advisers. This is a commission-only role with immediate start. What you'll be selling Our monthly paraplanning package includes unlimited: * Suitability Reports * Annual Reviews * Cashflow Modelling * Pension Research * Investment Research * Mortgage Research * Protection Research As well as sending LOAs and chasing providers. The package is priced at £500 per month. (Adviser can cancel whenever, no fix time in package) Commission You will receive £200 commission for every monthly package you successfully sell. Your role * Contact UK Independent Financial Advisers (IFAs) * Introduce LKRWealth's outsourced paraplanning services * Explain the benefits of our monthly package * Arrange onboarding and secure new monthly clients Ideal candidate * Previous B2B sales experience * Experience selling services over the phone and by email * Excellent English communication skills * Confident speaking with financial professionals * Self-motivated and target driven There is no cap on earnings, and we are looking for people who can start immediately.
Project ID: 40613800
9 proposals
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Active 4 days ago
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9 freelancers are bidding on average £154 GBP for this job

Your need for experienced sales professionals to effectively convey the value of your outsourced paraplanning package to UK financial advisers is clear. I specialize in B2B sales, with a track record of engaging financial professionals and closing deals. By focusing on the tangible benefits of your £500 monthly package—like unlimited suitability reports and seamless communication—I can ensure prospects see the value immediately. **Here’s how we’d approach it:** - Research and segment potential clients for targeted outreach. - Develop tailored pitches emphasizing key benefits. - Utilize follow-ups to enhance engagement and conversion rates. We're newer to Freelancer but have 9+ years of proven success in sales off-platform. I'd be happy to offer a free consultation to discuss strategies for maximizing your sales potential. What specific challenges are you facing with your outreach efforts? Kind regards, Trichelle
£150 GBP in 14 days
4.1
4.1

With over four years of experience as an AI Automation Engineer and Business Analyst, I am confident in my ability to meet your paraplanning service sales needs. My work has revolved around building web applications, managing data pipelines, and implementing QA-supported delivery systems - all skills that would be exceedingly helpful in generating leads and securing new clients for LKRWealth. Moreover, my background in automation engineering has provided me with strong problem-solving capabilities that can be leveraged for efficient lead generation. I am self-motivated and target-driven, which ensures prompt results. There is no cap on earnings here- meaning my widespread connections brought through previous projects will bring in even more commissions! Choose me for this role and let's drive your revenue to new heights together!
£250 GBP in 30 days
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I have 5+ years of experience in B2B sales, email marketing, lead generation, and client outreach, along with 4 months of hands-on SDR experience and Business Development experience with CashewSoft ERP. My role involves prospecting decision-makers, conducting outbound calls and email campaigns, handling objections, nurturing leads, maintaining CRM records, and converting prospects into qualified appointments and long-term clients. For your business, I will: ✅ Identify and contact UK Independent Financial Advisers (IFAs). ✅ Clearly communicate the value of your £500/month unlimited paraplanning package. ✅ Build trust with financial professionals through a consultative sales approach. ✅ Handle follow-ups professionally until onboarding is secured. ✅ Maintain accurate CRM records and provide regular progress updates. I'm comfortable working in a 100% commission-based role because I'm confident in my ability to generate results. My experience selling B2B services has taught me how to engage decision-makers, overcome objections, and build long-term client relationships. I'm available to start immediately and would love the opportunity to become a long-term sales partner for LKRWealth. Best regards, Aaqib Javid
£100 GBP in 11 days
0.0
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Hello LKRWealth Team, I am very interested in your Lead Generation position. I have experience selling B2B services and I am very motivated, hard-working and professional. I understand this is a commission-only role and I am ready to start immediately. I am comfortable calling UK financial advisers, explaining your paraplanning package, and closing deals. I also work with FreshFlow in Dubai as a sales representative, so I know how to sell B2B packages over the phone and by email. I can work 6 days per week and I am ready to follow your script and targets. Please consider my application. Thank you. Best regards, Jean
£135 GBP in 7 days
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I believe I am the right candidate for this project because I have strong communication, customer service, and sales skills. I am confident in building relationships with customers, understanding their needs, and helping them make informed purchasing decisions. I am reliable, quick to learn, and committed to meeting targets while providing excellent service. I pay close attention to detail, respond promptly, and always maintain a professional attitude. I am eager to contribute to your business, deliver high-quality results, and build a long-term working relationship based on trust, dedication, and consistent performance.
£135 GBP in 7 days
0.0
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Hello, I am interested in your Lead Generation and Business Development project. I have experience in: - Finding B2B leads using Google Maps, LinkedIn and research - Collecting accurate data: Company Name, Email, Phone, Website - Delivering clean Excel files with 100% verified data - Fast and reliable delivery within deadline I understand you need quality leads for business growth. I can provide targeted leads as per your requirements. I can also provide 5 free sample leads before starting. Let's discuss your target industry and location so I can start immediately. Thank you
£135 GBP in 7 days
0.0
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Hey I'm Michael, I've read your project details and I'm confident I can get this done. With extensive B2B sales experience, I excel in selling services over the phone and email. My strong communication skills allow me to confidently engage with financial professionals. I understand the importance of presenting a clean, professional, and user-friendly service like your monthly outsourced paraplanning package. I have years of experience doing projects similar to yours and am offering high-quality work at competitive prices in order to build up my reputation on Freelancer. My goal is to make sure you are 100% satisfied: you release payment only once you're happy with my work.
£100 GBP in 2 days
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As a skilled and experienced professional in lead generation, I am confident that I can contribute to your LKRWealth Paraplanning Services. With a successful track record of creating impactful designs and tailored digital solutions for more than six years, I believe that my expertise can offer unique value to your project. My in-depth understanding of the financial services industry coupled with my excellent English communication skills enables me to effectively communicate the benefits and advantages of your outsourced paraplanning package to UK financial advisors. On the platform, I've been able to deliver over 20,000 graphic design projects and have designed over 1,200+ websites since 2018. This portfolio offers me an edge in promoting the uniqueness of your monthly package - unlimited Suitability Reports, Annual Reviews, Cashflow Modelling, Pension Research among others- to target clients effectively. The £200 commission structure per client that you’ve set coincides with my approach as it rewards continuous and fruitful efforts. I am self-motivated, targets driven and open to immediate start; three crucial attributes required for this commission-only role. My aim is not just about securing new monthly clients but also creating a long-lasting bond with them. I believe in timeliness without compromising on quality and ensuring client satisfaction with each interaction. Let's collaborate to elevate LKRWealth Paraplanning Services!
£250 GBP in 3 days
0.0
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I have experience in lead generation and qualifying the leads through LinkedIn, Apollo, Signalhire and kendo. Telecalling role making 60-70 calls per day through cloud based calling.
£135 GBP in 7 days
0.0
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Chester, United Kingdom
Member since Feb 26, 2026
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