Home-Based Wealth Advisor

24 hours ago


London, Greater London, United Kingdom Premier Jobs UK Full time

Premier Jobs UK is currently seeking a Home-Based Wealth Advisor to join their team. As a key member of the team, you will be responsible for working with clients to provide comprehensive financial planning services. The successful candidate will have a strong track record of delivering exceptional client experiences and building long-term relationships.

You will have access to a dedicated team of Paraplanners and Administrators who can provide support and guidance as needed. This includes assistance with case preparation, implementation, and ongoing servicing of client portfolios.

Requirements
  1. Hold a full Level 4 Diploma in Financial Planning or equivalent qualification.
  2. Have a minimum of 3 years' experience as a Financial Advisor, with a proven track record of delivering excellent client outcomes.
  3. Be able to demonstrate £5m+ of transferable business under management.
Working Arrangements
  1. This role is self-employed, offering an estimated OTE of £50,000+ per annum.
  2. Tiered rates apply for company-provided leads and self-generated business.
  3. The position is fully home-based, with occasional travel to London required.
  4. Access to the wider team for advice and guidance is available.

This is an excellent opportunity for a motivated and experienced Financial Advisor to join a dynamic team and take their career to the next level.



  • London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time

    Wealth Management TraineeEnver Wealth Management Ltd. is seeking a talented and driven Wealth Management Trainee to join our dynamic team in Kingsway, London.This is an exceptional opportunity for someone looking to break into the wealth management industry, with a clear vision for career growth and a desire to help clients achieve their financial goals.As a...


  • London, Greater London, United Kingdom Home Group Full time

    About Our TeamWe are a passionate team focused on building and selling 10,000 homes. Our mission is to create a better life for people by providing affordable housing options and excellent customer service. As a Sales Advisor Home Based Position, you will work closely with our team to achieve this goal.Your Key Responsibilities:• Work as part of our remote...


  • London, Greater London, United Kingdom Premier Jobs UK Limited Full time

    We are Premier Jobs UK Limited, a leading recruitment agency specialising in finance roles. We are currently seeking a Strategic Wealth Advisor to join our team.The successful candidate will be responsible for providing financial planning advice to clients across various needs, managing client relationships and expectations, and generating new business...


  • London, Greater London, United Kingdom Howard Kennedy LLP Full time

    Unlock Your Potential as a Senior Wealth AdvisorWe are seeking an exceptional Senior Wealth Advisor to join our highly regarded Wealth and Succession team at Howard Kennedy LLP. As a key member of our Private Client department, you will play a vital role in helping High Net Worth/Ultra High Net Worth individuals, their families, and advisors with their tax...


  • London, Greater London, United Kingdom AFH Wealth Management Full time

    Career OpportunityA highly rewarding opportunity exists for a skilled financial advisor to work independently or employed with our forward-thinking financial services provider.As a key member of our team, you will be responsible for developing personalized financial solutions for our valued clients, leveraging your expertise to foster long-term relationships...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Apollo Private Wealth is a leading wealth management firm based in London. We are seeking a skilled and ambitious Wealth Adviser to join our team.Your MissionOur mission is to provide exceptional client outcomes and deliver a highly personal service. We believe in the spirit of ownership and empowering our people to excel at the speed of their talent.Your...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Unlock Your Potential as a Wealth AdviserYour career is our top priority, and we're committed to helping you excel in the wealth management industry. If you have an entrepreneurial spirit, unwavering drive, and a strong motivation to develop your business, you might be the ideal candidate for this role.We offer extensive experience in developing individuals...


  • London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time

    About Enver Wealth Management Ltd.At Enver Wealth Management Ltd., we pride ourselves on providing comprehensive financial solutions to individuals and families. Our experienced team of financial planners works closely with clients to understand their unique needs and goals.We are currently seeking a Financial Advisor to join our team in Kingsway, London....


  • London, Greater London, United Kingdom Bank of America Full time

    About the RoleThis is an exciting opportunity to join our team as a Wealth Management Advisor and make a real difference in the lives of our clients. As a Financial Services Professional, you will be responsible for providing expert financial guidance and advice to individuals and families who are looking to achieve their long-term financial goals.You will...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Wealth Management OpportunityApollo Private Wealth is a dynamic and ambitious wealth management firm that offers a unique opportunity for experienced financial professionals to join our team and build a successful career.The ideal candidate will have a strong understanding of holistic financial planning, excellent communication skills, and be able to work...


  • London, Greater London, United Kingdom JK Legal Full time

    Job Opportunity: Senior Private Wealth AdvisorWe are seeking an established private client partner to join our highly successful London law firm, JK Legal. With a leading reputation in media and entertainment work and a large number of high profile clients requiring private wealth advice.This is an opportunity for a seasoned professional to grow and develop...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleWe are seeking a highly motivated individual to join our team as an Associate Wealth Adviser. This role offers a unique opportunity for career advancement in wealth management, working closely with experienced Advisers to develop your skills and knowledge.Your MissionAs an Associate Adviser, you will support the completion of your Financial...


  • London, Greater London, United Kingdom Synchronicity Financial Services Full time

    At Synchronicity Financial Services, we’re seeking an experienced wealth advisor to join our high-performing team in London.As a Chartered Financial Planner, you will have at least 4 years of experience advising HNW clients in all areas of financial advice and a proven ability to win new business.We're looking for someone to take over existing clients and...


  • London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Are you looking to kick-start your career in financial services? Do you have a passion for private wealth and investment management? We are seeking a highly motivated and talented individual to join our team as a financial planning specialist. This role will provide you with the perfect opportunity to develop your skills and knowledge while working closely...

  • Financial Advisor

    2 days ago


    London, Greater London, United Kingdom AFH Wealth Management Full time

    Accounting JobWe are seeking a like-minded financial advisor to join our progressive and client-focused wealth management firm as a self-employed or employed adviser.In this role, you will understand your clients' current and future financial goals and formulate easy-to-understand financial strategies, guiding your clients to financial independence.This role...


  • London, Greater London, United Kingdom Skybound Wealth Management Full time

    Wealth Management Business OpportunityAt Skybound Wealth Management, we are seeking a highly skilled Business Development Executive to join our team. This role offers a unique chance to build a new career in wealth management and provide exceptional service to high net worth expat clients.The main focus of this position is to strategically target and...


  • London, Greater London, United Kingdom Compliance Professionals Full time

    Job Description: Wealth Management Risk AdvisorAbout Us:The Compliance Professionals is a UK-based firm providing top-quality wealth management services to retail and professional clients. Our goal is to deliver exceptional client experiences while maintaining the highest standards of compliance and risk management.Your Role:You will be responsible for...


  • London, Greater London, United Kingdom Independent Resourcing Consultancy Ltd Full time

    About the RoleWe are seeking a highly skilled Senior Wealth Management Advisor to join our team in London. As a key member of our advisory team, you will be responsible for providing exceptional client service and developing new business opportunities.


  • London, Greater London, United Kingdom Scotiabank Full time

    Join Our TeamWe are seeking a Wealth Management Advisor to join our team at Scotiabank. In this role, you will be responsible for developing and implementing customized financial plans for our clients. The ideal candidate will have a strong background in financial planning and a passion for helping others achieve their financial goals.Main...


  • London, Greater London, United Kingdom GTCO Full time

    Job Overview:GTCO is seeking a highly skilled Senior Wealth Management Advisor to join our team. As a self-employed individual, you will have full flexibility in terms of working hours and location.In this role, you will be responsible for providing expert advice on personal pensions, ISAs, GIAS, and bond investments. You will also need to monitor client...