Home-Based Financial Services Specialist

1 week ago


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

We are looking for a Home-Based Financial Services Specialist to provide financial planning advice to clients across various advice needs. As a self-employed individual, you will be provided with a steady flow of leads from Premier Jobs UK.

The ideal candidate will have a strong background in financial services, holding a Level 4 Diploma in Financial Planning or equivalent. They will also be expected to bring transferable business worth at least £5 million.

The role offers a competitive OTE of £50,000+ and tiered rates for company leads and self-generated business. You will have access to back office support from our Paraplanners and Administrators.

Job Overview:

  • Provide financial planning advice to clients.
  • Maintain relationships with existing clients.
  • Generate new business opportunities.

Requirements:

  • Full Level 4 Diploma in Financial Planning or equivalent.
  • Minimum 3 years' experience in financial services.
  • £5 million+ transferable business.

Salary: £50,000+ OTE (uncapped), including tiered rates for company leads and self-generated business.

Location: Home-based, with occasional travel to London.



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