Job Opportunities

Job Description

Our client, a reputable financial services institution, is seeking an experienced Financial Planner / Advisor to join their Midlands-based, client-facing team. This fully remote, work-from-home opportunity allows you to grow your client portfolio and increase assets under management, with a competitive base salary, benefits, and an attractive incentive scheme.  

On offer: Solid 6 figure basic + benefits +  uncapped incentives 

Full marketing and support provided, database with contacts and back office support to help grow your portfolio.

As a Financial Planner, you will...

• Build Relationships - Develop and expand a network of high-net-worth individuals seeking expert financial guidance
• Provide Tailored Solutions - Help clients identify their financial goals and create personalized wealth management strategies.
• Learn & Grow - Benefit from mentorship by seasoned professionals and ongoing training to enhance your expertise.
• Make a Meaningful Impact - Play a key role in improving clients' financial well-being and securing their financial future.

Minimum Requirements:

Education and Experience:

• Qualifications: A relevant degree or diploma in finance. CFP or CFA certification is preferred, or you must be open to obtaining it.
  Experience: At least 3 years of experience selling financial solutions to high-income private individuals.

Knowledge and Skills:

• If you're a results-driven financial professional looking for a flexible, remote role with strong earning potential, we'd love to hear from you!