Financial Advisor

JR United Kingdom; Basingstoke; Remote; GBP 30,000 - 70,000; Full time

Job summary

An award-winning national firm is seeking a Financial Advisor to join their home-based team. This role combines flexibility and career growth with excellent earning potential, providing opportunities to help clients make informed financial decisions regarding pensions and retirement planning. The position offers an uncapped commission structure and a robust rewards package.

Benefits

Uncapped Commission

Competitive Bonus Structure

Private Medical Insurance

DIS

Qualifications

• Minimum 2 years’ experience in financial advice.
• CAS status required.
• Strong understanding of financial products.

Responsibilities

• Conducting in-depth financial reviews for clients.
• Providing expert advice on investment, retirement, and estate planning.
• Building and maintaining client relationships.

Skills

Client Relationship Management

Investment Advice

Estate Planning

Retirement Planning

Job description

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Financial Advisor – Home-Based | Award-Winning National Firm

An exciting opportunity has arisen for aFinancial Advisor to join an award-winning national firm in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. The company works with employers across the UK to help employees make informed financial decisions, particularly regarding pensions and retirement planning.

The role:

• Conducting in-depth financial reviews for clients, understanding their goals and objectives.
• Providing expert advice on investment, retirement planning, estate planning, and other financial matters
• Building and maintaining strong client relationships

Package:

• Uncapped Commission & Competitive Bonus Structure
• Supportive and well-established firm with a strong reputation

Key Requirements:

• Minimum 2 years’ experience in financial advice
• CAS status (Competent Adviser Status) is essential
• 25 days + bank holidays + Option to apply for 3 additional days
• Discretionary bonus scheme
• Private medical insurance
• DIS

This is a fantastic opportunity to join a respected firm that truly values its advisors, offering long-term career growth and an exceptional rewards package.