Financial Advisor
Job Description
Are you a self-motivated Financial Advisor seeking a role where your entrepreneurial flair and business development skills are truly valued? This Financial Advisor job offers you the autonomy to build your own client bank whilst being supported by a comprehensive back-office infrastructure.
\n\nOur client, a well-established financial planning firm , is looking for an ambitious Financial Advisor to join their growing team. As a Financial Advisor in this role, you'll have the freedom to work remotely whilst benefiting from full administrative, paraplanning, compliance, and HR support – allowing you to maximize your time with clients.
\n\nWhat makes this Financial Advisor role different:
\n\n• Complete back-office support
\n• Attractive bonus structure
\n• Salary reviews based on consistent performance and new business generation
\n• Regular networking opportunities with fellow advisors at provider-hosted events
\n\nThis is a true business development role where you'll drive your own success. You'll need to demonstrate a clear business plan showing how you'll generate clients – whether through existing networks, professional connections, or proven BD strategies. The ideal Financial Advisor will thrive on autonomy and have a track record of successful client acquisition.
\n\nFinancial Advisor Requirements
\n\n• Essential: Diploma in Financial Planning or equivalent Level 4 qualification
\n• Essential: Proven track record in business development and client generation
\n• Essential: Demonstrable business plan showing revenue generation capability
\n• Essential: Experience as a practicing Financial Advisor with own client relationships
\n\nThe Company
\n\nOur client is an independent financial planning firm. They pride themselves on enabling advisors to focus on what they do best – client relationships and financial planning – by handling all operational aspects centrally. The firm also runs one of the largest Group Personal Pension schemes in the country and is actively expanding their corporate offering.
\n\nFinancial Advisor Benefits
\n\n• Competitive salary based on business plan and experience
\n• 20% commission on new business above threshold targets
\n• Performance-based salary reviews for consistent high achievers
\n• Comprehensive back-office support (paraplanning, compliance, admin, HR)
\n• Fully remote working arrangement
\n• Regular professional development and networking events
\n• Opportunity to access company-sourced clients once established
\n\nLocation
\n\nThis Financial Advisor position is fully remote and open to candidates nationwide, with a preference for those based in South West, South East or Midlands.
\n\nReady to take control of your financial advisory career? If you have the drive, business acumen, and a solid plan for client generation, we want to hear from you. Apply now to discuss this exciting Financial Advisor opportunity.
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