Financial Advisor

Davies Group; City Of London; Remote; GBP 35,000; Full time

Job summary

A leading Wealth Management firm in the UK is seeking driven individuals to join their Financial Advisor Academy. This fully remote role offers a structured pathway to becoming a qualified Financial Advisor, including industry-leading training and a non-taxable support package of £34,200 during training. Candidates will build client relationships, provide tailored financial advice, and grow their own business with comprehensive support.

Benefits

National retirement plan

Free access to all company sales aids and brochures

Supportive, high-performance culture

Qualifications

• Mature, driven individuals ready to commit to a long-term career path.
• Excited to start their own business with backing and support.
• Ability to build a network of potential clients.

Responsibilities

• Deliver tailored advice on investments, pensions, and estate planning.
• Build lasting relationships with clients through regular reviews.
• Create personalised financial plans aligned with client goals.

Skills

Strong communication

Natural ability to connect with people

Comfortable with numbers

Eager to learn new systems

Education

CII Level 4 Diploma in Regulated Financial Planning

Job description

Overview

Launch Your Career in Finance – Become a Financial Advisor!
Earn While You Learn | Fully Remote | £34,200 Tax Free Support Package Over 18 Months or £26,700 Over 13 Months For Qulaified Students | Industry-Leading Training

Are you ready to pivot into a rewarding new career in finance? Want to build your own business, gain professional qualifications, and earn as you learn? This is your opportunity to join an award-winning Wealth Management firm and take the first step toward becoming a successful Financial Advisor.

What’s on Offer?

Join our client’s prestigious 18-month Financial Advisor Academy where you’ll:

• Gain the CII Level 4 Diploma in Regulated Financial Planning
• Receive expert training, mentoring, and coaching
• Build your own client base with 100 warm enquiries in your first year
• Work fully remotely with flexible hours
• Earn a non-taxable support package of £34,200 during training
• Access a full marketing suite, including social media training and sales tools

Already have an RDR complaint Level 4 Diploma from the CII, LIBF or CISI? A funded, 13-month bridging programme is available to give you the skills you need to launch your career as a financial adviser.

About the Company

Our client is one of the UK’s top Wealth Management firms, serving high-net-worth individuals and businesses with a wide range of financial products including:

• Investment Portfolios & Bonds
• Pensions & ISAs
• Estate Planning & Financial Advisory Services

Your Role

As a future Independent Financial Advisor, you will:

• Deliver tailored advice on investments, pensions, and estate planning
• Build lasting relationships with clients through regular reviews
• Create personalised financial plans aligned with client goals
• Stay up to date with market trends and regulatory changes
• Grow your client base through networking and referrals

Who We’re Looking For

This opportunity is perfect for career changers who are:

• Mature, driven, and ready to commit to a long-term career path
• Excited to start their own business with full backing and support
• Strong communicators with a natural ability to connect with people
• Comfortable with numbers and eager to learn new systems
• Already have (or can build) a network of potential clients

Why This Could Be Your Perfect Next Step

• National retirement plan
• Free access to all company sales aids and brochures
• Be part of a supportive, high-performance culture
• Make a real difference in people’s financial futures

Ready to take the leap?

Apply now and start your journey toward a fulfilling, flexible, and financially rewarding career in Wealth Management.