Business Advisor Role

 Become a Business Advisor for Rich Visions Small Business 

Entry requirements

There is a basic criteria we need in order for us to offer you the business opportunity even though you will be trained.

Business advisors should have business experience that they can apply to solving problems, identifying potential areas of concern, and helping businesses to expand and grow. Being able to talk with the business owners about their goals and the history of the business (if already established). If there is a specific area of concern, the business advisor can signpost any major problems to Rich Visions.

You should have some knowledge about business or entrepreneurship,the best practices used in specific industries, common trends, and other things.

A business advisor will signpost our clients to our business consultants who write and develop our clients business plans and financials to secure funding or finance (could be for a new business idea or a new branch of an existing business).

You’ll need proven experience, like running your own company,or a good track record in business management, finance,management, project management, sales, marketing or operations. It may help if you have a business or management related degree or professional qualification, but this isn’t essential.

What We Require

Serious individuals who want to earn money long term and have time to take up all the training workshops, One to Ones meetings

You will need to be self employed or a limited  company (You can register for this once you have been fully trained)

Someone who is willing to learn, committed and ready to come out of their comfort zone and learn the trade of writing business plans, financials and lending applications.

Happy to sign a binding contract for 1 year that both parties agree with

May want to sign up to our future franchise packages


Job Role

To work with and effectively manage a portfolio of Rich Visions clients participating in

a variety of activities to help our clients businesses to grow which includes:-

-Making initial contact with our clients and assessing their business idea or query

-Giving professional advice and guidance and signposting (internally or externally) where relevant

-Reading over clients business plans and financials (if provided)

-Conducting a SWOT analysis on business idea or actual business providing feedback and devising an action plan

-Conduct business health checks, reviewing outcome with client and devising an action plan where improvement is required

-Sign posting client to one of our business consultants if they are looking for finance and require a written business plan, cashflow forecast or financials

-Ensuring all procedures and processes are followed and met inline with the company’s terms and conditions

-Ensuring all information is kept private and confidential and information is not shared with a third party without clients permission

-Arranging and conducting meetings, documenting sessions and providing action plans

-Running  business workshops and seminars around various business topics and issues

-Being a part of the panel for  our ‘Dragon Den’ style events

-Attending business expos and events , representing the Rich Visions brand


Skills required

  • Good customer service skills with experience of mentoring, coaching or teaching
  • Understanding of business in terms of business start up and established business basic needs and wants
  • Being able to write reports to present to business consultants and management
  • Knowledge of what should be included in  a business plan and financial forecast and being able to identify any flaws/discrepancies (is the business a viable business on paper?)
  • Direct experience of working with SMEs, entrepreneurs or sole traders
  • Excellent written and spoken communication skills
  • Efficient IT skills and able to use Microsoft Office packages
  • Able to use social media and management accounts
  • Able to prioritise workload and work well under pressure
  • Able to work on own initiative or in a team
  • Flexible, reliable and willing to adapt where necessary
  • Good organisational skills and the ability to manage several projects at once

Full training given (3-5 days course)

  • Looking at clients’ business ideas and how they can it construct on paper
  • Basics on the A- Z of running a business in the UK including requirements and legalities
  • Helping clients to look at how viable their business idea or business is
  • Providing clients with basic advice in the area of  business conceptualisation , marketing, operations, finance, sales, social media and business sustainability
  • Giving information on funding and funds available for new and established businesses
  • Key ingredients for formulating professional business plans and financials
  • How to conduct a SWOT analysis and business health check
  • How to deal with difficult situations
  • Report writing and presenting findings
  • How to give excellent presentations and engage the audience
  • Completing forms and templates for internal use

What you’ll do (Once fully trained up)

  • Looking at clients’ business ideas and applications for funding
  • Helping clients to write and develop business plans and cash flow forecasts
  • Business plans need to be robust (you will be given a template to follow)
  • To conduct desk research for  clients
  • To draft out SWOT analysis for clients to go into business plan
  • To draft out a competitors analysis for clients
  • Helping clients to complete their business loan applications
  • Helping existing small businesses with problems, like finding ways to reduce costs or improve marketing
  • Referring clients to other specialists if necessary
  • Networking with the business community and enterprise organisations
  • Monitoring clients’ progress
  • Attending business workshops, seminars and expos (where relevant)

Potential earnings

  •  Once fully trained up, you can earn up an average of £50k,we have 3 different categories for each business application more information is available in our information pack ,email us for more information at mavispa@richvisionsbiz.co.uk or call us 02036330513.