Financial Advisor

JR United Kingdom; Bedford; Remote; GBP 35,000 - 60,000; Full time

Job summary

A leading national firm invites applications for a home-based Financial Advisor role. This position combines the flexibility of remote work with significant career advancement opportunities and uncapped earning potential through commission. The firm emphasizes expert client relations, financial reviews, and strategic investment advice, catering specifically to pension and retirement planning needs.

Benefits

Uncapped Commission

Competitive Bonus Structure

Private medical insurance

25 days + bank holidays

Option to apply for additional days off

Discretionary bonus

Qualifications

• Minimum 2 years’ experience in financial advice.
• Essential CAS status.
• Experience with pensions and retirement planning.

Responsibilities

• Conduct in-depth financial reviews to understand client objectives.
• Provide expert advice on investments and financial matters.
• Build and maintain strong client relationships.

Skills

Client Relationship Management

Financial Analysis

Investment Advice

Retirement Planning

Estate Planning

Education

Competent Adviser Status (CAS)

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.