Are an experienced Financial Advisor, seeking an employed job, working from home with leads provided?

This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.

You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors. In addition, you may also receive existing clients when fellow IFAs retire.

Financial Advisor Requirements

  • You should be a Level 4 Diploma qualified Financial Advisor with minimum 2 years’ financial planning advice experience
  • You should have a proven, demonstrable track record in being able to convert business opportunities

Full and comprehensive back office support

Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients.

Training and Development

Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner.

The Company

Our client is a leading Independent Financial Advisor and Discretionary Wealth Management firm. They provide their clients with a complete range of services to ensure they receive holistic financial planning and wealth management.

Financial Advisor Benefits

  • Salary of £50,000 – £70,000 subject to experience and qualifications
  • Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE
  • Home based role with travel to meet clients in person
  • Self-employed option available, if you would prefer

Apply now

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At a glance

  • Location: Remote
  • Working Arrangement: 1
  • Job Type: Full Time, Permanent
  • Job Sector: Accounting
  • Salary: £50k – 70k per year
  • Published on: April 11, 2023

Your consultant

Sam Wharfe

Sam Wharfe