Financial Advisor

JR United Kingdom; West Midlands Combined Authority; Remote; GBP 30,000 - 50,000; Full time

Job summary

An award-winning national firm seeks a Financial Advisor for a home-based role, offering flexibility and career growth. Responsibilities include conducting financial reviews, providing expert investment advice, and maintaining client relationships. The position includes generous earning potential with commission and bonus opportunities, as well as benefits like private medical insurance.

Benefits

Uncapped Commission

Competitive Bonus Structure

Private Medical Insurance

DIS (Disability Insurance Scheme)

25 days + bank holidays

Qualifications

• Minimum 2 years' experience in financial advice.
• CAS status is essential.
• Experience in investment and retirement planning.

Responsibilities

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

Skills

Client Relationship Management

Financial Review Conducting

Investment Advice

Retirement Planning

Job description

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Financial Advisor – Home-Based | Award-Winning National Firm

An exciting opportunity has arisen for a Financial 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:

1. Conducting in-depth financial reviews for clients, understanding their goals and objectives.
2. Providing expert advice on investment, retirement planning, estate planning, and other financial matters.
3. Building and maintaining strong client relationships.

Package:

1. Uncapped Commission & Competitive Bonus Structure.
2. Supportive and well-established firm with a strong reputation.

Key Requirements:

1. Minimum 2 years’ experience in financial advice.
2. CAS status (Competent Adviser Status) is essential.
3. 25 days + bank holidays + Option to apply for 3 additional days.
4. Discretionary bonus scheme.
5. Private medical insurance.
6. DIS (Disability Insurance Scheme).

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.