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Home-Based Financial Adviser — Holistic Advice & Bonus
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
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.