Financial Advisor

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

Job summary

A leading national firm is seeking a Financial Advisor to work from home, offering a great blend of flexibility and career growth. With a focus on client-centered financial advice, this role comes with uncapped commission opportunities and a supportive environment, ideal for ambitious advisors.

Benefits

Uncapped Commission

Private Medical Insurance

25 days + bank holidays

Discretionary bonus scheme

Qualifications

• At least 2 years’ experience in financial advisory roles.
• CAS status is essential for this role.
• Strong understanding of investment and retirement planning.

Responsibilities

• Conduct in-depth financial reviews to understand client goals.
• Provide financial advice on investments and estate planning.
• Build and maintain strong relationships with clients.

Skills

Client Relationship Management

Financial Planning

Investment Advice

Education

Competent Adviser Status (CAS)

Minimum 2 years’ experience in financial advice

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.