Home Based Employed Financial Advisor

Prestige Recruitment Group; Liverpool City Region; Remote; GBP 60,000 - 80,000; Full time

Job summary

An innovative and client-focused firm is seeking a self-motivated Home Based Employed Financial Advisor. This role offers the flexibility to work from home while delivering first-class financial advice. You will build and maintain strong client relationships, leveraging technology for virtual consultations and benefiting from a constant flow of warm leads. With a competitive base salary and an attractive bonus scheme, this position supports your career growth and provides access to training and advanced tools. If you are a qualified Financial Advisor looking for a better work-life balance, this opportunity is perfect for you.

Benefits

Work from Home

Administrative Support

Warm Leads Provided

Training Opportunities

Advanced Tools and Resources

Qualifications

• Qualified Financial Advisor with a Level 4 Diploma in Financial Planning.
• Proven track record in providing regulated financial advice.

Responsibilities

• Deliver tailored financial advice covering pensions, investments, and wealth management.
• Build strong client relationships and leverage technology for virtual consultations.

Skills

Financial Planning

Client Relationship Management

Regulated Financial Advice

Lead Generation

Digital Tools Proficiency

Education

Level 4 Diploma in Financial Planning

Tools

Virtual Consultation Tools

Client Management Software

Job description

Home Based Employed Financial Advisor

Location: Remote (UK Based)

Salary: Competitive Employed Basic Salary + Bonus Scheme

Are you a qualified Financial Advisor looking to work from the comfort of your own home while delivering first-class financial advice? Join an innovative and client-focused team, where your skills and expertise will be valued, and your career growth supported.

About the Role

As a Home Based Employed Financial Advisor, you will:

1. Deliver tailored financial advice to clients, covering pensions, investments and wealth management.
2. Build and maintain strong client relationships to meet individual financial needs and goals.
3. Leverage technology to provide virtual consultations, ensuring accessibility and convenience for clients.
4. Be provided with a constant flow of warm leads.
5. Stay compliant with FCA regulations and company standards.
6. Proactively develop new business opportunities through enquiries, referrals and lead generation.

In return you will receive:

1. Flexibility: Work from home, eliminating long commutes and offering a better work-life balance.
2. Administrative and paraplanning support to allow you to focus on advising.
3. Warm leads provided, with access to an established portfolio of clients.
4. Competitive base salary with an attractive bonus scheme.
5. Access to training and professional development opportunities.
6. Advanced tools and resources to streamline your client interactions.

About You:

We are looking for a self-motivated and experienced Financial Advisor who is:

1. Qualified: Holds a Level 4 Diploma in Financial Planning (or equivalent).
2. Experienced: Proven track record of providing regulated financial advice.
3. Client-Focused: Strong interpersonal skills with a commitment to delivering excellent service.
4. Tech-Savvy: Comfortable using digital tools to manage client relationships and deliver advice remotely.
5. Organised: Able to manage multiple clients and tasks effectively.

How to Apply

If you’re interested in the fantastic remote based Financial Advisor role we’d love to hear from you.

Click to apply now and attach your CV.