Financial Adviser

Job Details

Reference ID 1827
Vacancy Location Nationwide
Job sector
Job type
Remuneration Self-employed role with uncapped OTE (circa £60,000 - £100,000)


This remote Financial Adviser job provides
opportunity to join one of the fastest growing IFAs aimed at offering holistic
wealth management to all.

They provide all the services of a traditional IFA
firm, plus as a fintech firm they offer an online digital platform to help
individuals at the start of their financial planning journey alongside
established investors.

As a Financial Adviser, you should actively look to
build your client bank through usual methods of referrals, networking,
introducers, marketing etc. You own any clients you self-generate. On
self-generated business, you receive 80%, with no fees and no network
deductions (due to being a DA firm).

Alongside self-generated business, you will have
the option to opt into receiving leads generated by the company. Their leads
are pre-qualified with the client booking a time convenient for them and them already
completing a fact-find. This successful setup enables them to have a 40% – 55%
conversion rate from first appointment to written business.  

Naturally, the firm are advocates of technology,
enabling greater efficiency within the business. You will benefit from their
systems which pre-populate forms, reviews, integrate directly to Zoom and
automatically chase outstanding LOAs. However, you will also have support from
their Administrators and Paraplanners where a personal touch is needed. Their
current Financial Advisers are seeing significant reductions in time spent on
administrative tasks, freeing them up to write plentiful new business.

Alongside the traditional financial advice, the
business also has 2 excellent tools for you to use. Firstly, they have a free,
no obligation financial health check, that is an excellent tool for you to use
when approaching corporate companies and accountants, to enable individuals to
check their own financial situation. Approximately, 45% of their health check
users book a client meeting, making it a fantastic lead generation tool for

In addition, they have a virtual advice tool, ideal
for clients looking to invest circa less than £50k or make less than £500pm
contributions, which normally get overlooked! With the virtual advice tool,
clients benefit from financial advice (not robo), with low input required from

Financial Adviser Requirements

  • You should have 2+ years’ experience as a Financial Adviser with full Level 4 Diploma
    in financial planning
  • You should hold CAS as a Financial Adviser
  • You should have your own clients or methods to generate new
  • You must be an advocate of technology and happy to lean into the
    benefits offered

 The Company

This leading, fintech firm is rapidly growing and
becoming a recognised name providing financial advice to call. The business
provides advice on pensions, protection, investment and mortgage advice,
alongside their digital service aimed at helping clients who are often

Financial Adviser Benefits

  • Self-employed role with uncapped OTE (circa £60,000 – £100,000)
  • 80% on self-generation and 50% on company leads
  • No fees (PI, FCA, FSCS all included!) and no network deductions
  • Remote based role
  • AR option available for individuals looking to build their own



Call us now on 0208 0044 154 or click Apply

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