Work from home Financial Advisor job in Yorkshire - client database provided

The Specialists in Financial Services Recruitment

Job Details

Financial Advisor Financial Advisor
Reference ID: 1177
  • Salary/OTESelf-employed role with OTE of £40,000 - £50,000+
  • Vacancy LocationYorkshire
  • RemunerationSelf-Employed with Draw
  • RegionYorkshire
Job description

This home based Financial Advisor job in Yorkshire provides the opportunity for you to contact substantial database of clients and re-engage with and move onto ongoing servicing.

The database of clients have continued to receive correspondence from the business, therefore they will be receptive to your call and will recognise the business you are calling from. When engaging with them, you will look to undertake holistic financial planning and transfer them onto ongoing servicing to build long term financial planning solutions.

In addition to the database of clients, you will be provided with some of the Directors own clients.

You will receive full administration support including, undertaking initial process to move clients onto platform, obtaining illustrations, preparing servicing packs and processing business.

Financial Advisor Requirements

  • You should be a current Financial Advisor, holding your Level 4 DipFA / DipPFS qualification
  • You should be comfortable picking up the phone to engage with previous clients and able to quickly build rapport
  • You should be located within Yorkshire

The Company

This well established, efficient financial planning and mortgage advisory firm provides advice to clients across Yorkshire. Their philosophy is to build long term relationships, based on a mutual openness and trust.

Financial Advisor Requirements

  • Self-employed role with OTE of £40,000 - £50,000+
  • 80% commission on new business and recurring income
  • No fees
  • Fully working from home with occasional visit to their office near Barnsley


Yorkshire (working from home)

Call us now on 0208 0044 154 or click Apply

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