Financial Advisor

TieTalent; Newbury; Remote; GBP 50,000 - 75,000; Full time

Job summary

A leading firm based in Newbury is seeking an experienced Financial Advisor to work from home. This role offers quality client leads, support from Administrative staff, and opportunities for professional development, including in-house training programs. With a competitive salary ranging from £50,000 to £75,000, this position is ideal for both early-career and highly experienced advisors.

Benefits

Holiday pay

Phone and laptop provided

Bonus structure for excellent OTE

Complete back office support

Training and support towards Chartered status

Qualifications

• Level 4 Diploma qualified Financial Advisor with CAS status required.
• Proven track record in converting business opportunities.
• Preference for individuals close to Chartered status.

Responsibilities

• Serve clients, understand their goals, and design feasible financial strategies.
• Convert business opportunities through marketing initiatives and personal networking.
• Deliver advice in various formats including in-person and virtually.

Skills

Networking

Social Media

Education

Level 4 Diploma in Financial Advice

Job description

2 weeks ago Be among the first 25 applicants

About

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

About

Are you an experienced Financial Advisor near Newbury, 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 clients 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 companys 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, Compliance Managers! As the research, report writing, 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 £50,000 - £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

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

TITL1_UKTJ

Nice-to-have skills

• Networking
• Social Media
• Newbury, England
  
  

Languages

• English

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Technology, Information and Internet

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