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Date Added: Wed 14/09/2022

Financial Advisor

London, UK
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Job Type: Permanent, FullTime

Salary: £50,000 per annum, OTE

This home based Financial Advisor job provides a continuous flow of leads and referrals for you to build a significant client bank

You will benefit from access to a highly successful, nationwide mortgage brokerage with over 500 Mortgage Advisors, who are incentivised to refer you financial planning leads! There will be no pressure put on you to self-generate

The business will link you to a team of Mortgage Advisors local to yourself, so that you can establish excellent working relationships and receive a regular flow of leads.

You will have full autonomy as a Financial Advisor, whilst having easy access to support such as marketing, business development guidance and compliance.

Financial Advisor Requirements

  • You must hold full Level 4 Diploma in Financial Advice or equivalent
  • You must be committed to being self-employed
  • Ideally, you should have 2+ years’ experience as a Financial Advisor
  • On a case-by-case basis, we would consider individual without experience as a Financial Advisor, subject to holding full DipFA or equivalent and good knowledge of financial planning

The Company

This rapidly growing financial advisory firm has target of becoming a significant player within the financial planning industry. Due to their already highly successful, sister mortgage brokerage, they have a strong lead flow that will support and enable their growth plans.

Financial Advisor Benefits

  • Self-employed role with OTE of £50,000+
  • Tiered commission rates dependent on company provided leads or self-generated business
  • Support package available of circa £6,000 - £10,000 during your first year to help whilst building your pipeline
  • Home based role
  • No hidden fees - all PI and regulatory costs are within the package


Working from home

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