Financial Advisor

Davies Group; London; Remote; GBP 100,000 - 125,000; Full time

Job summary

A leading Wealth Management firm in London is looking for prospective Financial Advisors to join an 18-month Academy. Candidates will gain a diploma while working flexibly and earn a support package of £34,200. Ideal for mature, driven individuals ready to start their own business in finance. The role involves delivering personalized financial advice and building strong client relationships.

Benefits

National retirement plan

Free access to sales aids

Supportive high-performance culture

Qualifications

• Excited to start their own business with full backing.
• Mature and driven individuals ready for a long-term career.
• Comfortable with numbers and eager to learn new systems.

Responsibilities

• Deliver tailored investment, pension, and estate planning advice.
• Build lasting relationships with clients through regular reviews.
• Create personalized financial plans aligned with client goals.

Skills

Strong communication skills

Numerical proficiency

Networking abilities

Business development mindset

Education

CII Level 4 Diploma in Regulated Financial Planning

Job description

Launch Your Career in Finance – Become a Financial Advisor!

Earn While You Learn | Fully Remote | £34,200 Tax Free Support Package Over 18 Months or £26,700 Over 13 Months For Qulaified Students | Industry-Leading Training

Are you ready to pivot into a rewarding new career in finance? Want to build your own business, gain professional qualifications, and earn as you learn? This is your opportunity to join an award-winning Wealth Management firm and take the first step toward becoming a successful Financial Advisor.

What’s on Offer?
Join our client’s prestigious 18-monthFinancial Advisor Academywhere you’ll:

• Gain theCII Level 4 Diploma in Regulated Financial Planning
• Receive experttraining, mentoring, and coaching
• Build your own client base with100 warm enquiriesin your first year
• Workfully remotelywith flexible hours
• Earn anon-taxable support package of £34,200during training
• Access a fullmarketing suite, including social media training and sales tools

Already have an RDR complaint Level 4 Diploma from the CII, LIBF or CISI?A funded, 13-month bridging programme is available to give you the skills you need to launch your career as a financial adviser.

About the Company
Our client is one of the UK’s top Wealth Management firms, serving high-net-worth individuals and businesses with a wide range of financial products including:

• Investment Portfolios & Bonds
• Pensions & ISAs
• Estate Planning & Financial Advisory Services

Your Role

As a future Independent Financial Advisor, you will:

• Deliver tailored advice on investments, pensions, and estate planning
• Build lasting relationships with clients through regular reviews
• Create personalised financial plans aligned with client goals
• Stay up to date with market trends and regulatory changes
• Grow your client base through networking and referrals

Who We’re Looking For
This opportunity is perfect for career changers who are:

• Mature, driven, and readyto commit to a long-term career path
• Excited tostart their own businesswith full backing and support
• Strong communicators with anatural ability to connectwith people
• Comfortable with numbers and eager to learn new systems
• Already have (or can build) anetwork of potential clients

Why This Could Be Your Perfect Next Step

• National retirement plan
• Free access to all company sales aids and brochures
• Be part of asupportive, high-performance culture
• Make a real difference in people’s financial futures

Ready to take the leap?
Apply now and start your journey toward a fulfilling, flexible, and financially rewarding career in Wealth Management.