Home-Based Financial Adviser (DipFA) – Pension & Investments Expert

Recruit Wealth; City Of London; Remote; GBP 50,000 - 70,000; Full time

Job summary

A leading financial advisory firm is seeking experienced financial planners to provide regulated pension and investment advice. You will build comprehensive financial profiles for clients with a focus on exceptional client care. Opportunities are available nationwide, requiring a minimum of 2 years of advisory experience and a Level 4 Diploma. The role is home-based with some travel, offering a competitive benefits package and no lead generation responsibilities.

Benefits

Excellent bonus package

Recognition as a best place to work

Qualifications

• Minimum 2 years of experience providing pension and investment advice.
• FCA registered and competent adviser status required.
• Strong client relationship management skills.

Responsibilities

• Provide regulated pension and investment advice to clients.
• Build an overall financial picture for your clients.
• Manage client appointments pre-qualified by the central services team.

Skills

Regulated pension and investment advice

Client care

Advisory background

Education

Level 4 Diploma

Job description

A leading financial advisory firm is seeking experienced financial planners to provide regulated pension and investment advice. You will build comprehensive financial profiles for clients with a focus on exceptional client care. Opportunities are available nationwide, requiring a minimum of 2 years of advisory experience and a Level 4 Diploma. The role is home-based with some travel, offering a competitive benefits package and no lead generation responsibilities.