Financial Advisor

Are you a qualified and experienced Financial Advisor seeking the flexibility of remote working? Would you benefit from additional business opportunities to grow your pipeline, including access to an existing client book and referrals from a team of mortgage advisers?

If so, we have the perfect role for you We are looking for skilled Financial Advisors to join a well-established and highly regarded firm that offers all the support you need to thrive in your career.

About the Company

Founded in 2009, our client is a respected firm of experienced Mortgage and Financial Advisors with a strong presence across the UK.

The company is committed to supporting clients throughout every stage of their financial journey. From securing a first mortgage and arranging relevant protection to planning for retirement and beyond, their ethos has always been to guide clients through every step of the process.

Roles & Responsibilities as a Financial Advisor:

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Meeting clients through various channels to discuss their financial goals.

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Providing expert advice and recommendations on a wide range of financial investments, products, and services.

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Delivering ongoing advice to monitor goals and performance.

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Building and growing your business to achieve personal and professional success.

Required Skills & Qualifications:

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Level 4 DipFA, CII Diploma, or equivalent qualification.

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Strong communication and interpersonal skills.

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Previous advising experience is preferred but not essential (experience in related fields such as Mortgage Advice is also valuable).

Benefits:

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Nationwide opportunities, with the flexibility to work anywhere in the UK. Offices are based in Cheshunt for those preferring a hybrid option.

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No sales targets – focus on client relationships and outcomes.

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Flexibility to set your own working hours.

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Ability to create your own brand and manage your own marketing with a trading style.

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Attractive commission structure: Earn 80% on self-generated business and 45% on firm-generated business.

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With an existing client database of over 8,000 individuals, there is significant intergenerational wealth opportunities.

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Join a supportive team with regular meetings to discuss progress and receive feedback.

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Dedicated training and competency supervisor.

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Access to unrivalled ongoing training and development.

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Benefit from being part of The Openwork Partnership, one of the UK’s largest and most established networks. Giving you access to a trusted network with comprehensive support, including compliance, training and marketing resources.

If you’re a dedicated Financial Advisor ready to elevate your career, this is your chance to join a thriving and supportive environment. Apply now and take the next step in your journey