Financial Advisor

JR United Kingdom; Dartford; Remote; EUR 40,000 - 60,000; Full time

Job summary

Une entreprise nationale primée recherche un conseiller financier pour un poste à domicile, offrant flexibilité et possibilités de croissance. Avec une structure de commission sans plafond et un pack d'avantages concurrentiels, cette opportunité est parfaite pour ceux qui souhaitent progresser dans le secteur.

Benefits

Commission illimitée

Assurance médicale privée

24 jours de congé payé plus jours fériés

Bonus discrétionnaire

Qualifications

• Minimum 2 ans d'expérience en conseil financier.
• Statut CAS obligatoire.
• Expérience dans la gestion des conseils en investissement.

Responsibilities

• Réalisation d'examens financiers approfondis pour les clients.
• Conseils experts sur les investissements et la planification de la retraite.
• Établir et maintenir des relations solides avec les clients.

Skills

Conseil financier

Gestion des relations

Planification de la retraite

Planification successorale

Education

Statut d'Advisreur Compétent (CAS)

Job description

Social network you want to login/join with:

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.