Financial Advisor

Resource Matters Ltd; West Midlands; Remote; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Uncapped bonuses

Work from home

Autonomy

Job summary

Resource Matters Ltd is recruiting an experienced Financial Advisor to manage a ready-made book of clients from home in the UK. The role offers a base salary plus bonuses and an OTE of £75k, with uncapped bonuses and full autonomy.

You will join a team that supports you with admin and a flexible remote working environment, enabling you to focus on client service and advisory excellence.

Qualifications

• Legal right to work in the UK.
• Competent advisor status (or held recently).
• Full Diploma in financial planning.
• Two years financial advice experience.

Responsibilities

• Provide financial advice to clients from a ready-made book.
• Deliver excellent service and maintain client relationships.
• Earn uncapped bonuses and achieve earnings targets without needing to bring own clients.

Skills

Financial advisory

Client management

Education

Diploma in financial planning

Job description

Financial Advisor - £25m Book Provided, £220k On-going fees, Admin Support - client recruiting now!

Basic £50,000 + bonuses, £75k OTE

Due to a retiring Financial Advisor our client is looking to recruit an experienced Financial Advisor with two years CAS experience. The company provide tailored holistic independent financial advice to new and existing customers and are not PE backed.

We are interested in hearing from top qualified Financial Advisors, who would like to take on a ready made book of clients and provide an excellent service. This is a wonderful opportunity for a successful Financial Advisor to build upon established relationships and in the process be rewarded with £75k earnings with additional bonuses for writing new business.

The Company offer an excellent package uncapped bonuses, no targets, no need to business develop or bring clients, full autonomy, and a working from home environment.

To apply for the Financial Advisor role, you must have:

• the legal right to work in the UK
• competent advisor status (or held recently)
• full Diploma in financial planning
• two years financial advice experience