Financial Advisor (Fully Remote)

Spiral Solutions Recruitment Ltd; Birmingham; Remote; GBP 30,000 - 60,000; Full time

Benefits offered by this job

Uncapped earnings

Lead support

Mentorship

Job summary

Spiral Solutions Recruitment Ltd, on behalf of a well-respected financial advisory firm in Birmingham, seeks a driven Financial Advisor or Trainee Advisor to grow a client base on a scalable platform.

You will benefit from a trusted brand, uncapped earning potential, robust lead generation and full autonomy, backed by mentorship and an established support framework to build a thriving advisory practice.

Qualifications

• Level 4 Diploma in Financial Planning or working towards completion.
• Strong client-facing skills and ability to grow a portfolio.
• Self-motivated with excellent communication and networking abilities.

Responsibilities

• Grow and manage a client portfolio with mentorship and support.
• Leverage brand and leads to convert opportunities into clients.

Skills

Self-motivation

Communication

Networking

Sales skills

Education

Level 4 Diploma in Financial Planning

Job description

Are you a driven Financial Advisor or Trainee Advisor ready to elevate your career?

Whether you are an experienced adviser looking for a better platform to grow your client base, or a hungry, newly qualified professional eager to make your mark, we want to hear from you!

I am representing a well-respected and renowned financial advisory firm currently undergoing exciting growth. With over 250 5-star Google reviews, Thier reputation for excellence, trust, and client satisfaction speaks for itself—giving you the ultimate foundation to build a thriving business.

What they Offer

• A Trusted, Renowned Brand: Leverage our 5-star reputation to gain instant credibility with prospective clients.
• Uncapped Earning Potential: Build a lucrative business with no ceiling on your income.
• Business & Lead Support: Access our established marketing frameworks and lead-generation channels to help keep your pipeline strong.
• Full Autonomy: Enjoy the freedom and flexibility while benefiting from the backing and infrastructure of an established team.
• Career Growth & Mentorship: Experienced advisors get the freedom to scale; new advisers get the guidance and support needed to succeed.
• A Healthy lead Pipeline: Best in Class SEO Driven Lead Pipleine form day one!

What We Are Looking For

• Drive & Ambition: You are self-motivated, proactive, and eager to build a successful advisory portfolio.
• Qualifications: Level 4 Diploma in Financial Planning (or equivalent/working towards completion).
• Client-First Mindset: You take pride in delivering top-tier service and upholding the standard that earned us our 250+ 5-star reviews.
• Strong Communication Skills: Ability to build trust, network effectively, and convert opportunities into long-term client relationships.