Financial Advisor

JR United Kingdom; High Wycombe; Remote; GBP 30,000 - 60,000; Full time

Job summary

Join an award-winning national firm as a home-based Financial Advisor, where you will conduct financial reviews and provide expert advice on investments and retirement. Benefit from a flexible work environment, career growth, and uncapped commission opportunities. This role values its advisors with excellent support and a discretionary bonus scheme.

Benefits

Uncapped commission

Competitive bonus structure

Private medical insurance

25 days + bank holidays

Option for additional days off

Qualifications

• Minimum 2 years' experience in financial advice.
• CAS status is essential.
• Strong client relationship skills.

Responsibilities

• Conduct in-depth financial reviews for clients.
• Provide expert advice on investment and retirement planning.
• Build and maintain strong client relationships.

Skills

Client relationship management

Investment advice

Retirement planning

Estate planning

Education

Competent Adviser Status (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.