Remote Wealth Adviser with Warm Leads

Access Financial Services; Milton Keynes; On-site; GBP 50,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Performance-related bonus

In-house support

Job summary

Access Financial Services is launching Access Wealth, and we are looking for an experienced Wealth Adviser to help us build and grow it. You will advise clients on investments, pensions and retirement planning, with a steady stream of warm opportunities.

You will work remotely across the UK, turning opportunities into long-term relationships and delivering compliant, clearly documented advice with support from our mortgage, protection, compliance and technology teams.

Qualifications

• Hold an appropriate Level 4 financial-planning qualification.
• Hold, or recently have held, a valid Statement of Professional Standing.
• Have experience providing regulated investment and pension advice.
• Understand pensions, investments and retirement planning.
• Have a strong record of converting genuine client opportunities.
• Be confident managing a high volume of warm enquiries.
• Be comfortable advising clients remotely and managing your own diary.
• Combine commercial drive with strong compliance standards.
• Put suitable client outcomes and long-term relationships first.
• Want to help build something significant rather than simply inherit an established role.

Responsibilities

• Advising clients on investments, pensions and retirement planning
• Managing a substantial flow of warm, internally generated opportunities
• Conducting remote client meetings across the UK
• Turning initial advice into trusted, long-term client relationships
• Delivering suitable, compliant and clearly documented advice
• Working closely with our mortgage, protection, compliance and technology teams
• Helping develop an efficient and scalable wealth-advice service
• Contributing to the future direction and growth of Access Wealth

Skills

Regulated investment advisory

Pensions planning

Client relationship building

Remote advisory

Education

Level 4 financial-planning qualification

Job description

Access Financial Services is launching Access Wealth, and we are looking for an experienced Wealth Adviser to help us build and grow it. You will advise clients on investments, pensions and retirement planning, with a steady stream of warm opportunities.

You will work remotely across the UK, turning opportunities into long-term relationships and delivering compliant, clearly documented advice with support from our mortgage, protection, compliance and technology teams.