Home-Based Financial Adviser — Holistic Advice & Bonus

Clayton Davies; Remote; GBP 55,000; Full time

Job summary

A successful wealth management firm is seeking an Independent Financial Adviser to provide holistic independent market advice while receiving full paraplanning support. This home-based role requires a RQF level 4 Diploma and prior experience as a Financial Adviser. You will analyze client finances to offer tailored solutions and maintain record-keeping standards. This position enhances client relationships and ensures compliance with company advice protocols. A bonus is included with a competitive salary around £55,000.

Qualifications

• Ideally hold SPS Statement of Professional Standing by FCA accredited body.
• Previous experience as a Financial Adviser is required.

Responsibilities

• Provide fully holistic independent whole of market advice to customers.
• Analyze clients’ circumstances to establish suitable solutions.
• Maintain records of advice in line with company standards.

Skills

Holistic independent advice

Client-centric relationship management

Financial analysis

Education

RQF level 4 Diploma in Regulated Financial Planning

Job description

A successful wealth management firm is seeking an Independent Financial Adviser to provide holistic independent market advice while receiving full paraplanning support. This home-based role requires a RQF level 4 Diploma and prior experience as a Financial Adviser. You will analyze client finances to offer tailored solutions and maintain record-keeping standards. This position enhances client relationships and ensures compliance with company advice protocols. A bonus is included with a competitive salary around £55,000.