Financial Adviser

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

Job summary

A leading financial advisory firm is seeking a Senior Financial Adviser to work home-based in the UK. The role involves providing financial advice to both new and existing clients without requiring a client bank. The starting salary is negotiable, ranging from £50,000 to £60,000, with an OTE of £80,000 and additional benefits including bonuses, car allowance, generous pension contributions, and professional development support. This position offers a realistic income potential exceeding six figures.

Benefits

Company car or car allowance

25 days holiday plus Bank Holidays

Generous pension scheme

Flexible benefits scheme

Quarterly and annual bonus schemes

Qualifications

• Must hold Level 4 Diploma and work toward Chartered status.
• Strong communication skills to provide quality financial advice.

Responsibilities

• Provide financial advice to new and existing clients.
• Focus on delivering advice rather than client acquisition.

Skills

Level 4 Diploma in Financial Advice

Chartered status (working towards)

Job description

Senior Financial Adviser - Blackpool/Preston/Wigan

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 ...