Full job descriptionFinancial Adviser


Salary: £50,000 – £80,000 + bonus + share options
Location: Fully Remote
Job type: Permanent, Full-time
A Financial Adviser is needed to join a growing wealth management firm. You won’t need to find your own clients, because the firm’s marketing sends you a steady flow of inbound leads. Your job is to turn them into long-term clients, with paraplanning and admin support behind you.
The role
As a Financial Adviser, you will:
*Respond to inbound leads from the firm’s investment-led marketing
*Run discovery meetings and give regulated advice on pensions, ISAs, GIAs, retirement and tax-efficient investing
*Talk with confidence about markets, portfolio construction, risk and investor behaviour
*Manage your pipeline and turn prospects into clients and AUM
*Write compliant suitability recommendations in line with FCA and Consumer Duty standards
What you’ll need
*Level 4 Diploma (DipPFS or equivalent)
*Experience as a regulated Financial Adviser or Wealth Adviser
*A track record of turning leads or inbound enquiries into clients
*Strong investment knowledge and the ability to explain it clearly
*Desirable: Chartered status, or experience in discretionary management or with HNW clients
What’s on offer
As a Financial Adviser , you’ll receive:
*Salary up to £80,000 basic + bonus on the assets and revenue you convert
*Share ownership through an Employee Benefit Trust
*6% employer pension
*25 days’ holiday + bank holidays + Christmas closure
*Life assurance at 4x salary and group income protection
*Support with exams, including study days


If you are interested in the remote Financial Adviser position, then apply today and if suitable, one of your consultants will be in touch within 24 hours