Financial Advisor job in Birmingham with leads provided - ?£120k OTE

The Specialists in Financial Services Recruitment

Job Details

Financial Advisor Financial Advisor
Reference ID: 1494
  • Salary/OTESelf-employed with OTE of £120,000
  • Vacancy LocationBirmingham
  • RemunerationSelf-Employed
  • RegionMidlands
Job description

This home based Financial Advisor job is available within a directly authorised, IFA firm that focuses on providing the right tools for you to be successful. This includes:

  • Clear commission structure with 70% split on all income, with no fees
  • Circa 5 pre-qualified leads booked into your diary per week, which should convert into 2 cases per week
  • Proven track record of new Financial Advisors earning circa £120,000 net income within first 12 months
  • Autonomy for you to decide the parameters of what leads you receive (e.g., postcode areas, minimum investment level and type of advice required)
  • Efficient software that pre-populates reports and letters, for you to top & tail
  • Ad-hoc support from their Administrators to chase LOAs and providers
  • Access to a team of successful Financial Advisors and Directors who can provide advice and guidance

Alongside these excellent tools, you would be encouraged to self-generate business to boost your client bank and overall earnings.

Financial Advisor Requirements

  • You should have 2+ years’ experience as a Financial Advisor
  • Ideally, you should have some transferable clients and/or ability to self-generate new clients in this role
  • Our client is happy to consider Financial Advisors from IFA or tied backgrounds

The Company

Our client is a well-established, directly authorised IFA firm with Financial Advisors based across the UK. They believe in providing truly holistic, independent financial advice, through creating lifetime financial plans for each client.

Financial Advisor Benefits

  • Self-employed with OTE of £120,000
  • 70% commission on company leads and self-generation
  • No fees
  • Home based role


  • Birmingham, West Midlands
  • Gloucestershire
  • Swindon

Call us now on 0208 0044 154 or click Apply

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