Financial Planner

JR United Kingdom; Bournemouth; Remote; GBP 35,000 - 50,000; Full time

Job summary

An award-winning national firm offers an exciting opportunity for a home-based Financial Advisor. This role provides flexibility, career growth, and excellent earning potential, supported by high-quality leads. Ideal candidates will have substantial experience in pensions advice, vital for success.

Benefits

Uncapped Commission

Competitive Bonus Structure

Private medical insurance

25 days + bank holidays

Discretionary bonus scheme

Qualifications

• Minimum 2 years experience as a financial adviser.
• Hold CAS status.
• Experience in pensions advice is crucial.

Responsibilities

• Provide financial advice to clients, particularly regarding pensions and retirement planning.
• Utilize high-quality, pre-qualified leads from large corporate firms.

Skills

Experience in pensions advice

Client support

Financial planning

Education

CAS status

Job description

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Home-Based | Award-Winning National Firm

Highly competitive basic on offer + Bonus

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.

You will be supported by the wider business and will be provided with high-quality, pre-qualified leads from some of the UK's largest corporate firms!

• Uncapped Commission & Competitive Bonus Structure
• Supportive and well-established firm with a strong reputation
• 25 days + bank holidays + option to apply for 3 additional days
• Discretionary bonus scheme
• Private medical insurance

The ideal candidate for this role will have a minimum of 2 years experience as a financial adviser, will hold CAS status, and will be experienced within pensions advice, as this will make up around 60% of your cases.

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.

If this home-based financial adviser role sounds like it could be for you and you would like more information, please send your CV to [emailprotected].