Remote Financial Adviser
hace 2 meses
Bromsgrove
Shape Your Future in Financial Planning – Join a firm offering remote or hybrid working Are you a driven, client-focused Independent Financial Adviser seeking more flexibility, genuine support, and a brand that puts people before products? A leading UK-wide wealth management firm is expanding and looking for like-minded financial advisers to join their growing community. This is your chance to be part of a progressive, planning-led firm built on trust, transparency, and long-term client success. Salary up to £80,000 (OTE £100,000), Earnings Year 3 should be circa £140,000 You will provided with a portfolio of HNW clients to validate your salary with a goal of increasing income through new business activity. What’s on Offer? • Remote-first flexibility – work from home with access to regional office hubs when preferred, • Client-centric ethos – no product push, just high-quality, tailored advice, • Comprehensive support – from in-house paraplanning and admin to business development and marketing, • Digital-first infrastructure – including XPlan and virtual meeting tools, • Choice of employed or self-employed model, • Ongoing CPD and professional development in a collaborative, learning-led environment Your Role as an Independent Financial Adviser: • Meet clients virtually or in-person to understand their financial objectives and life goals, • Deliver clear, actionable financial strategies across pensions, investments, protection, and more, • Keep clients informed of changes to legislation, new solutions, and relevant updates, • Generate new business via referrals, introducers, and supported lead-generation initiatives, • Leverage digital and in-person marketing to grow your client base, • Maintain accurate records and deliver reporting as required What They’re Looking For: • Diploma in Regulated Financial Planning (Level 4) and valid CF30 status, • A clear, client-first approach and genuine care for long-term outcomes, • Confident communicator with strong interpersonal and digital engagement skills, • Proven ability to develop new business through planning, networking, and referrals, • Comfortable engaging with clients from all walks of life – from business owners to retirees