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Independent Financial Adviser - Remote Advice - GBP100k+ earning

MI Search Ltd

United Kingdom

Remote

GBP 45,000 - 52,000

Full time

Yesterday
Be an early applicant

Job summary

A respected financial firm in the United Kingdom is seeking an experienced financial adviser to provide independent advice to clients. This employed role includes a basic salary up to £45,000, along with a lucrative bonus scheme and benefits. You will conduct meetings remotely and receive administrative support, making it an excellent opportunity for motivated professionals in financial services.

Benefits

Lucrative bonus scheme
Pension benefits

Qualifications

  • You must be an experienced financial adviser holding level 4 diploma status (CII or equivalent).
  • Ideally hold or be working towards further qualifications.

Responsibilities

  • Undertake reviews of existing clients, providing independent financial advice.
  • Advise on new areas of advice as needed.
  • Meet clients via telephone or teams.

Skills

Independent financial advice
Client relationship management
Communication skills

Education

Level 4 diploma (CII or equivalent)
Further finance qualifications (preferred)

Job description

This respected national IFA firm is currently seeking an experienced financial adviser to join its expanding team.

In this role you will undertake reviews of existing clients of the firm, providing independent financial advice and advising on any new areas of advice that are needed. Your appointments with clients will be booked for you and you will have administration and paraplanning support.

Meetings will be remote based, by telephone or teams and this can be done from home.

You must be an experienced financial adviser holding level 4 diploma status (CII or equivalent) and ideally hold or be working towards further qualifications.

This is an employed role with a basic salary to GBP45,000 and an excellent bonus scheme providing six figure earning potential and pension and benefits.

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