Home based Financial Advisor job in Crewe - regular supply of leads

The Specialists in Financial Services Recruitment

Job Details

Financial Advisor Financial Advisor
Reference ID: 1336
  • Salary/OTESelf-employed with OTE of £50,000+
  • Vacancy LocationCrewe
  • RemunerationSelf-Employed with Draw
  • RegionNorth West
Job description
This home based Financial Advisor job provides a continuous flow of leads and referrals for you to build a significant client bank

You will benefit from working directly with large mortgage businesses in your local area that are incentivised to refer you quality financial planning leads to you. As the Financial Advisor, you will work closely with the Principal and their team of Mortgage Advisors. The Principals of these mortgage brokerages have expressed clear interest in referring financial planning leads. 

Plus, should you need additional leads, you will have access to a highly successful, nationwide mortgage brokerage with over 500 Mortgage Advisors! There will be no pressure put on you to self-generate

You will have full autonomy as a Financial Advisor, whilst having easy access to support such as marketing, business development guidance and compliance.

Financial Advisor Requirements

  • You must hold full Level 4 Diploma in Financial Advice or equivalent
  • You must be committed to being self-employed
  • Ideally, you should have 2+ years’ experience as a Financial Advisor
  • On a case-by-case basis, we would consider individual without experience as a Financial Advisor, subject to holding full DipFA or equivalent and good knowledge of financial planning

The Company

This rapidly growing financial advisory firm has target of becoming a significant player within the financial planning industry. Due to their already highly successful, sister mortgage brokerage, they have a strong lead flow that will support and enable their growth plans.

Financial Advisor Benefits

  • Self-employed role with OTE of £50,000+
  • Tiered commission rates dependent on company provided leads or self-generated business
  • Support package available of circa £6,000 - £10,000 during your first year to help whilst building your pipeline
  • Working from home, although would be expected to be present in the office at times to help build strong relationships
  • No hidden fees - all PI and regulatory costs are within the package 


  • Wigan
    • This mortgage brokerage also has a commercial mortgage license, so opportunity to access business owners and Directors
    • Plus, you will receive admin support
  • Crewe
    • This mortgage brokerage is consistently growing and has substantial client numbers, ready to introduce to you

Call us now on 0208 0044 154 or click Apply

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Apply for this job position
Please tick this box to confirm your consent to us holding and processing your data under the terms and conditions of the Data Protection Regulations.