Financial Advisor

JR United Kingdom; Swindon; Remote; GBP 30,000 - 60,000; Full time

Job summary

A leading national firm is seeking a home-based Financial Advisor to provide expert financial advice, focusing on investment, retirement, and estate planning. This role offers flexibility, career growth, and uncapped earning potential within a supportive environment.

Benefits

Uncapped Commission & Competitive Bonus Structure

Private medical insurance

Discretionary bonus scheme

25 days + bank holidays

Option to apply for 3 additional days

Qualifications

• Minimum 2 years’ experience in financial advice.
• CAS status (Competent Adviser Status) is essential.

Responsibilities

• Conducting in-depth financial reviews for clients.
• Providing expert advice on investment and retirement planning.
• Building and maintaining strong client relationships.

Skills

Client Relationship Management

Investment Advice

Retirement Planning

Estate Planning

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.