Home Based Employed Financial Advisor
Location: Remote (UK Based)
Salary: Competitive Employed Basic Salary + Bonus Scheme
Are you a qualified Financial Advisor looking to work from the comfort of your own home while delivering first-class financial advice? Join an innovative and client-focused team, where your skills and expertise will be valued, and your career growth supported.
About the Role
As a Home Based Employed Financial Advisor, you will:
1. Deliver tailored financial advice to clients, covering pensions, investments and wealth management.
2. Build and maintain strong client relationships to meet individual financial needs and goals.
3. Leverage technology to provide virtual consultations, ensuring accessibility and convenience for clients.
4. Be provided with a constant flow of warm leads.
5. Stay compliant with FCA regulations and company standards.
6. Proactively develop new business opportunities through enquiries, referrals and lead generation.
In return you will receive:
1. Flexibility: Work from home, eliminating long commutes and offering a better work-life balance.
2. Administrative and paraplanning support to allow you to focus on advising.
3. Warm leads provided, with access to an established portfolio of clients.
4. Competitive base salary with an attractive bonus scheme.
5. Access to training and professional development opportunities.
6. Advanced tools and resources to streamline your client interactions.
About You:
We are looking for a self-motivated and experienced Financial Advisor who is:
1. Qualified: Holds a Level 4 Diploma in Financial Planning (or equivalent).
2. Experienced: Proven track record of providing regulated financial advice.
3. Client-Focused: Strong interpersonal skills with a commitment to delivering excellent service.
4. Tech-Savvy: Comfortable using digital tools to manage client relationships and deliver advice remotely.
5. Organised: Able to manage multiple clients and tasks effectively.
How to Apply
If you’re interested in the fantastic remote based Financial Advisor role we’d love to hear from you.
Click to apply now and attach your CV.
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