Financial Advisor

JR United Kingdom; Preston; On-site; GBP 40,000 - 70,000; Full time

Job summary

An award-winning national firm is seeking a Financial Advisor for a home-based role. This position offers flexibility, career growth, and excellent earning potential through commissions. Advisors will conduct financial reviews, offer expert advice, and foster strong client relationships while enjoying a robust support structure and benefits.

Benefits

Uncapped Commission & Competitive Bonus Structure

Private medical insurance

25 days + bank holidays + option for 3 additional days

Discretionary bonus scheme

Qualifications

• Minimum 2 years’ experience in financial advice.
• Essential to have CAS status.

Responsibilities

• Conduct in-depth financial reviews for clients.
• Provide expert advice on investments and financial planning.
• Build and maintain strong customer relationships.

Skills

Client Relationship Management

Investment Advice

Retirement Planning

Estate Planning

Education

CAS status (Competent Adviser Status)

Job description

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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.