Financial Advisor

JR United Kingdom; Reading; Remote; GBP 40,000 - 70,000; Full time

Job summary

Une entreprise nationale primée recherche un Conseiller Financier en télétravail. Ce rôle propose un équilibre parfait entre flexibilité, développement de carrière et un excellent potentiel de revenus, tout en aidant les employés à faire des choix financiers éclairés concernant leurs retraites et investissements.

Benefits

Commission non plafonnée et structure de bonus compétitive

Assurance maladie privée

25 jours + jours fériés

Option d'appliquer pour 3 jours supplémentaires

Qualifications

• Minimum 2 ans d'expérience dans le conseil financier.
• Certificat CAS requis.

Responsibilities

• Effectuer des examens financiers approfondis pour les clients.
• Fournir des conseils d'expert sur les investissements et la planification de la retraite.
• Construire et maintenir des relations solides avec les clients.

Skills

Analyse financière

Conseil sur la retraite

Gestion de la relation client

Education

CAS (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.