Hybrid Financial Adviser - Derby | Uncapped Earnings

TEMPLEGATE RECRUITMENT

East Midlands

Hybrid

GBP 36,000 - 45,000

Full time

4 days ago
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Benefits offered by this job

Uncapped commission with no threshold
Warm review opportunities and existing
client opportunities
Advice opportunities across pensions,
Bank Holidays 20 days leave
Annual leave entitlement each year
Pension scheme
Hybrid working after six months
Free on-site parking

Job summary

Templegate Recruitment is seeking an Employed Financial Adviser in Derby. The role offers a base salary of £36,000–£45,000 with uncapped commission, plus a hybrid working model after probation.

You will provide holistic financial planning and build lasting client relationships while leveraging internal systems to deliver compliant, quality advice. The position suits a motivated adviser early in their career, aiming to grow earnings and develop within a supportive, entrepreneurial firm with

Qualifications

  • Level 4 Diploma in Financial Planning is essential.
  • Previous experience as a Financial Adviser, ideally around one year or more.
  • Strong communication and relationship-building skills.
  • Commercially minded with a genuine desire to grow earnings and develop within the business.
  • Self-motivated, ambitious, and driven to succeed.
  • Comfortable managing your own administration and workflow.
  • Professional, personable, and client-focused approach.
  • Ability to work independently while contributing positively to a close-knit team environment.

Responsibilities

  • Provide holistic financial planning advice to clients.
  • Conduct client review meetings and identify suitable advice opportunities.
  • Advise across pensions, investments, protection, and mortgage solutions.
  • Build and maintain strong, long-term client relationships.
  • Generate new business opportunities through client engagement and referrals.
  • Manage the end-to-end advice process, including fact-finding and implementation.
  • Complete your own administration and pre-planning activities using internal systems.
  • Maintain regulatory compliance and high professional standards at all times.
  • Contribute to the continued growth and success of the business.

Skills

Communication skills
Relationship-building
Independent worker
Client-focused
Sales-minded

Education

Level 4 Diploma in Financial Planning

Job description

Templegate Recruitment is seeking an Employed Financial Adviser in Derby. The role offers a base salary of £36,000–£45,000 with uncapped commission, plus a hybrid working model after probation.

You will provide holistic financial planning and build lasting client relationships while leveraging internal systems to deliver compliant, quality advice. The position suits a motivated adviser early in their career, aiming to grow earnings and develop within a supportive, entrepreneurial firm with

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