Financial Adviser

4 weeks ago

Guildford, United Kingdom BWD Search & Selection Full time

Are you looking for a step up into an adviser role, or are you an adviser looking to elevate your career and join a fantastic firm operating in a remote/field based capacity. This role comes with a ready made client bank to get you started and you will be given the tools to grow, develop it and enhance your career.


Location: Guildford, Basingstoke, Woking, Worthing. Working one day max on the road, the rest remote based.


Key Responsibilities:

  • Develop and manage client relationships within the education sector.
  • Offer tailored financial advice and solutions to meet clients' needs.
  • Build new business and enhance existing relationships.
  • Work with an existing client bank to drive growth and client satisfaction.
  • Collaborate with a dedicated relationship team to qualify leads and arrange appointments.
  • Stay up-to-date with industry developments and changes.


Qualifications and Skills:

  • QCF Level 4 qualification in Financial Advice or equivalent.
  • Proven ability to build lasting client relationships and manage workloads independently.
  • Driven individuals who want to succeed
  • Perfect for Mortgage adviser, trainee IFA, Paraplanning background
  • Experience in managing your own business growth and making commercial decisions.


What We Offer:

  • Competitive starting salary with OTE £79,000.
  • Car allowance of £6,050 per year.
  • Generous pension scheme (company matched plus 2% up to 10%).
  • Life assurance (four times your base salary).
  • 28 days holiday + bank holidays, increasing to 30 days after 5 years.
  • Option to buy or sell holiday days.
  • Ongoing training and support, including professional qualifications.
  • Flexible benefits, including travel loans, cycle-to-work schemes, and medical cover.
  • Discounts on major brands and access to employee assistance programs.
  • Two volunteering days per year.
  • Salary sacrifice scheme for ultra-low emission cars (electric and plug-in hybrids).


Apply now to be considered

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