Financial Advisor

JR United Kingdom; Liverpool; Remote; GBP 35,000 - 65,000; Full time

Job summary

Join an award-winning national firm as a home-based Financial Advisor, offering a blend of flexibility and career growth. This role focuses on helping clients make informed financial decisions, particularly regarding pensions and investments. With a strong support structure and excellent rewards package, this firm values its advisors and invests in their long-term success.

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 (Competent Adviser Status) is essential.

Responsibilities

• Conducting in-depth financial reviews for clients.
• Providing expert advice on investment and retirement planning.
• Building and maintaining 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.