Financial Advisor

Davies Resourcing; London; Remote; GBP 34,000 - 50,000; Full time

Job summary

Une entreprise de gestion de patrimoine primée recherche des conseillers financiers. Ce programme de 18 mois offre une formation complète, y compris le diplôme CII niveau 4, tout en permettant de travailler à distance et de gagner un soutien financier non imposable de £34,200 pendant la formation.

Benefits

National retirement plan

Access to sales aids and brochures

Supportive, high-performance culture

Qualifications

• Mature, driven, ready for a long-term career.
• Excited to build their own business.
• Can build a network of potential clients.

Responsibilities

• Deliver tailored advice on investments, pensions, and estate planning.
• Build lasting relationships through regular reviews.
• Create personalised financial plans aligned with client goals.

Skills

Strong communication

Networking

Comfortable with numbers

Education

CII Level 4 Diploma in Regulated Financial Planning

Tools

Sales tools

Marketing suite

Job description

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Launch Your Career in Finance – Become a Financial Advisor!

Earn While You Learn | Fully Remote | £34,200 Support Package | 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 DipPFS qualified? A funded, 13-week 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:

• Pensions & ISAs

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.