Remote Financial Advisor

Eden Rose; Eastham Village; Remote; GBP 80,000 - 100,000; Full time

Benefits offered by this job

Home-based role

Outstanding benefits package

Strong lead generation network

Paraplanning support

Developing existing clients

Job summary

Eden Rose in the South East of England is seeking a Senior Financial Adviser to deliver holistic financial planning from a home-based setup with full infrastructure support.

You will manage investments, pensions, retirement and estate planning for clients across the region, leveraging an established introducer network and strong lead generation while maintaining your own diary and working remotely. Administrative and paraplanning support is provided to help grow recurring income.

Qualifications

• Level 4 Diploma or higher (minimum).
• Proven track record as a Financial Adviser.
• Able to bring a transferable client bank.
• Strong business development and relationship management skills.
• Comfortable working remotely and managing your own diary.
• Based within the South East or able to cover clients across the South.

Responsibilities

• Provide holistic financial planning across investments, pensions, retirement planning, estate planning, protection and wealth management.
• Develop and manage client relationships with existing and new business opportunities.
• Utilise the firm’s lead sources and introducer network to grow client bank.
• Operate with autonomy while collaborating within a supportive team environment.

Skills

Proven track record as a Financial Ad

Transferable client bank

Business development

Relationship management

Remote / diary management

South East coverage

Education

Level 4 Diploma

Job description

Senior Financial Advisor

South East England | Home-Based | £80,000 - £100,000+ DOE

Flexible Working | Strong Lead Flow | Exceptional Benefits

Are you an experienced Financial Adviser looking for the flexibility to work from home, the support of a quality wealth management firm, and the opportunity to continue growing your client bank?

We're working with a highly respected wealth management business seeking an established adviser to join their growing team.

This opportunity would suit an adviser who already has a transferable client bank and is looking for a firm that can provide the infrastructure, support and lead generation needed to take their business to the next level.

What's on Offer?

• Home-based role
• Outstanding benefits package
• Highly competitive pension contribution
• Strong internal lead generation and introducer network
• Existing clients available to develop
• Administrative and paraplanning support
• Opportunity to work autonomously while benefiting from a collaborative team environment
• Excellent staff retention and long-serving workforce

£80,000 - £100,000+ salary dependent on experience and client bank

The Role

As a Senior Financial Adviser, you'll provide holistic financial planning advice across:

• Investments
• Pensions
• Retirement Planning
• Estate Planning
• Protection
• Wealth Management

The role will primarily focus on clients across the South of England, although you will have the flexibility to manage relationships nationwide.

You’ll be responsible for developing your existing client relationships whilst also converting high quality opportunities generated through the firm’s established lead sources.

About You

• Level 4 Diploma qualified (minimum)
• Proven track record as a Financial Adviser
• Able to bring a transferable client bank
• Strong business development and relationship management skills
• Comfortable working remotely and managing your own diary
• Based within the South East or able to cover clients across the South

Why Consider This Opportunity?

This is an opportunity to join a stable, well established business with a reputation for looking after both its clients and employees. The firm offers genuine flexibility, strong support structures and a platform for advisers to continue growing their recurring income without having to build everything from scratch.