Home based Financial Advisor job - 120 clients provided

The Specialists in Financial Services Recruitment

Job Details

Financial Advisor Financial Advisor
Reference ID: 1257
  • Salary/OTESalary of £35,000 - £40,000
  • Vacancy LocationHome based
  • RemunerationEmployed
  • RegionNationwide
Job description

In this home based Financial Advisor job, you will be provided with a healthy client bank of 120, producing a decent level of recurring income.

Majority of the clients are pension based with personal pensions or in drawdowns and require wealth management and financial planning advice. There will be no requirement to provide DB pension advice.

Your focus should be on client retention and maintaining strong relationships with your clients. Advice will most likely be provided via video or over the telephone.

The business is looking to create this role as an AR of their parent company, therefore you would hold the title of Director and have Directorship responsibilities with liaising with the FCA. However, no ownership or liability issues.

Work from home Financial Advisor job

The business is set up for remote working, therefore you can be home based. They would like you to visit their office in Mayfair once a month.

The Company

Directly authorised firm specialising in Financial and Pension advice for UK nationals based in the UK and overseas. They have become a leader in their field and consulted to respected organisations.

Financial Advisor requirements

  • You must hold full Level 4 Diploma in Financial Planning or equivalent
  • You must be a current Financial Advisor with 2+ years’ experience
  • You should confident working independently

Financial Advisor Benefits

  • Salary of circa £35,000 - £40,000
  • Fully home based Financial Advisor job with once a month travel to London
  • Opportunity to tap into the parent company / team for advice and guidance

Location

Home based

Call us now on 0208 0044 154 or click Apply

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