Home Based Employed Financial Advisor

Prestige Recruitment Group; Liverpool City Region; Remote; GBP 30,000 - 50,000; Full time

Job summary

Une entreprise de services financiers en pleine croissance basée à Liverpool recherche des conseillers financiers à distance. Profitez d'une flexibilité de travail complète, d'un soutien administratif, et d'un potentiel de gains attractif grâce à un salaire de base compétitif et à un bonus lucratif. Si vous êtes un conseiller qualifié, rejoignez leur équipe pour profiter d'une carrière enrichissante loin des contraintes de bureau.

Benefits

Travail à distance entièrement flexible

Système de soutien administratif

Outils numériques avancés pour les consultations

Opportunités de développement professionnel

Qualifications

• Expérience avérée dans la fourniture de conseils financiers réglementés.
• Connaissance des outils numériques pour interagir avec les clients à distance.

Responsibilities

• Fournir des conseils financiers sur les pensions, les investissements et la gestion de patrimoine.
• Développer de nouvelles opportunités commerciales par le biais de références.

Skills

Communication

Gestion de la relation client

Compétences numériques

Autonomie

Education

Diplôme de niveau 4 en planification financière

Job description

Home Based Employed Financial Advisor

Location: Fully Remote (UK-Based)

Salary: Competitive Basic Salary + Lucrative Bonus Scheme

Start date: 14th July 2025

Take Your Financial Advisory Career Remote – Work Smarter, Earn More, and Achieve Work-Life Balance.

These are exciting times to join the Liverpool based Financial Services Organisation, as they are going through a period of growth due to the success of the business.

Are you a qualified Financial Advisor looking to break free from office constraints and embrace the flexibility of remote work? Join a forward-thinking, client-focused firm that empowers you with the tools, support, and leads to thrive—all from the comfort of your home. We are recruiting for multiple Adviser roles for the Financial Services organisation and if successful have start date of the 14th July 2025.

Why join this firm?

• Fully Remote Work: Say goodbye to commutes and hello to a flexible work-life balance.
• High-Quality Leads: Enjoy a steady flow of warm leads—no need for cold prospecting.
• Earnings Potential: Competitive base salary plus an attractive bonus scheme to reward your success.
• Full Support System: Dedicated administrative and paraplanning support so you can focus on advising.
• Cutting-Edge Technology: Access advanced digital tools for seamless remote consultations.
• Career Growth: Ongoing training and professional development opportunities.

Your Role

As a Remote-Based Employed Financial Advisor, you will:

• Provide expert financial advice on pensions, investments, and wealth management.
• Build and nurture strong client relationships to help them achieve their financial goals.
• Conduct virtual consultations using the latest technology.
• Stay compliant with FCA regulations while delivering high-quality service.
• Proactively develop new business opportunities through enquiries, referrals, and lead generation.

Who We’re Looking For:

• Level 4 Diploma in Financial Planning (or equivalent).
• Proven experience in providing regulated financial advice (IFA practice, Tied network, or Bancassurance).
• Strong communication and interpersonal skills, with a client-first approach.
• Tech-savvy, comfortable using digital tools to engage with clients remotely.
• Highly organised and self-motivated to manage your own workload effectively.

Ready to Take Your Career Remote?

If you’re a passionate Financial Advisor ready to enjoy the freedom of working remotely while still earning great rewards, we’d love to hear from you!

*As we are recruiting for multiple Adviser roles, if you know of anyone who you would like to recommend, please pass on our details.

Apply now with your CV and take the next step towards a flexible, fulfilling career.