Financial Advisor

JR United Kingdom; Ipswich; Remote; GBP 40,000 - 70,000; Full time

Job summary

An award-winning national firm is seeking a Financial Advisor to work from home, offering flexibility and excellent earning potential. The successful candidate will be responsible for conducting financial reviews, advising clients on investments and retirement options, and fostering client relationships within a supportive and well-regarded environment.

Benefits

Uncapped Commission

Competitive Bonus Structure

Private medical insurance

25 days + bank holidays

Option to apply for 3 additional days

Discretionary bonus scheme

Qualifications

• Minimum 2 years’ experience in financial advice.
• CAS status is essential.
• Strong communication skills and client focus.

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 building

Investment advice

Retirement planning

Estate planning

Education

Competent Adviser Status

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.