Financial Advisor

JR United Kingdom; Worcester; Remote; GBP 30,000 - 50,000; Full time

Job summary

A leading national firm is seeking a Financial Advisor for a home-based role, offering flexibility and career development. This position emphasizes conducting financial reviews, providing investment and estate planning advice, and fostering client relationships, backed by a strong support structure and competitive rewards.

Benefits

Uncapped Commission

Competitive Bonus Structure

Private medical insurance

25 days + bank holidays

Option for 3 additional holidays

Discretionary bonus scheme

Qualifications

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

Responsibilities

• Conduct in-depth financial reviews for clients.
• Provide expert advice on investment and retirement planning.
• Build and maintain 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 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:

• 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.