Financial Advisor

Sahasraa Solutions; Newbury; Remote; GBP 40,000 - 75,000; Full time

Job summary

Join a highly respected Independent Financial Advisor firm as a Financial Advisor, where you will receive quality leads and an existing client bank to service. This role offers the flexibility of working from home while providing comprehensive back office support, allowing you to focus on client relationships and business development. With a competitive salary range and opportunities for training towards Chartered status, this position is ideal for both early-career and experienced advisors. If you're passionate about helping clients achieve their financial goals and thrive in a supportive environment, this is the perfect opportunity for you.

Benefits

Holiday Pay

Company Phone

Company Laptop

Bonus Structure

In-house Training Programs

Support towards Chartered Financial Planner

Qualifications

• Level 4 Diploma qualified Financial Advisor with CAS status required.
• Proven track record in converting business opportunities is essential.

Responsibilities

• Deliver advice to clients in-person or virtually, ensuring tailored strategies.
• Build portfolio through proactive activities like referrals and networking.

Skills

Financial Planning

Client Relationship Management

Business Development

Networking

Social Media Utilization

Education

Level 4 Diploma in Financial Advice

Chartered Status (preferred)

Tools

Microsoft Teams

Job description

Are you an experienced Financial Advisor near Newbury / Andover / Basingstoke, seeking an employed job, based from home with quality leads and existing clients provided?

This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.

The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser. Your goal is to understand your client’s current and future goals and design easy to understand strategies matching their objectives.

Alongside servicing the clients provided, you should look to convert business opportunities provided to you from their company marketing initiatives. Plus, you should build the portfolio through undertaking proactive activities yourself, including asking for referrals, networking and utilising social media.

You will deliver advice to clients through a mixture of in-person at the clients’ home or business premises, virtually by Microsoft Teams or in one of the company’s regional offices.

Financial Advisor Requirements

• You should be a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice
• Our client is happy to consider individuals relatively early in their advising career, through to highly experienced
• You should have a proven, demonstrable track record in being able to convert business opportunities
• Individuals close to Chartered status would be preferred

Full and Comprehensive Back Office Support

Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, and Compliance Managers! As the research, report writing, and client investment management reviews are all undertaken for you, you will have more time to spend with clients.

Training and Development

Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner.

Financial Advisor Benefits

• Salary of £40,000 - £75,000 subject to experience and qualifications
• Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE
• Home based role with travel to meet clients in person and use of their regional offices if preferred
• Self-employed option available, if you would prefer

Locations

Newbury / Andover / Basingstoke