Financial Adviser

CFP JOBS; Remote; GBP 50,000 - 60,000; Full time

Job summary

A leading financial services organization in Oxford is seeking a Senior Financial Adviser to provide financial advice to new and existing customers. This home-based position offers a negotiable salary between £50,000 and £60,000, with on-target earnings potentially reaching £80,000. Candidates must be Level 4 Diploma qualified and work towards Chartered status. The role includes a company car allowance, generous pension contributions, and extensive support to develop further skills.

Benefits

Annual bonus schemes

25 days holiday plus Bank Holidays

Company car or car allowance

Generous company pension scheme with up to 10% match

Flexible benefits scheme

Qualifications

• Must be Level 4 Diploma qualified and working towards Chartered status.

Responsibilities

• Provide financial advice to both new and existing customers.
• Focus on delivering advice with appointment booking assistance.

Skills

Level 4 Diploma qualification

Chartered status progression

Job description

Senior Financial Adviser - Oxford

Starting salary negotiable dependent on skills & experience Car / allowance bonus with excellent on target earnings.

Home-based Financial Adviser dealing with professional client base!

As a Financial Adviser you will provide financial advice to both new and existing customers. You do not need a client bank for this role!

About You

It is key that you are Level 4 Diploma qualified and working towards Chartered status.

Package on Offer

• Negotiable basic salary £50,000 - £60,000 depending on qualifications and experience
• OTE £80,000
• Participation in quarterly and annual bonus schemes
• Realistic income potential off 6 figures
• 25 days holiday (plus Bank Holidays)
• Company car or car allowance £6,000
• Generous company pension scheme with up to 10% employer matched contributions
• Flexible benefits scheme
• Plus, all the support and training that you will need to develop your skills as a financial advisor.

But this is just the start - Financial Advisers can have appointment booking assistance meaning that you can focus much more of your time on delivering advice, plus all the benefits you would expect from working within a large mutual organisation including help with complex cases, technical guidance and a framework that ...