Full job descriptionAre 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.


Our 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.


What makes this Financial Advisor role different:


• Complete back-office support
• Attractive bonus structure
• Salary reviews based on consistent performance and new business generation
• Regular networking opportunities with fellow advisors at provider-hosted events


This 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.


Financial Advisor Requirements


• Essential: Diploma in Financial Planning or equivalent Level 4 qualification
• Essential: Proven track record in business development and client generation
• Essential: Demonstrable business plan showing revenue generation capability
• Essential: Experience as a practicing Financial Advisor with own client relationships


The Company


Our 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.


Financial Advisor Benefits


• Competitive salary based on business plan and experience
• 20% commission on new business above threshold targets
• Performance-based salary reviews for consistent high achievers
• Comprehensive back-office support (paraplanning, compliance, admin, HR)
• Fully remote working arrangement
• Regular professional development and networking events
• Opportunity to access company-sourced clients once established


Location


This Financial Advisor position is fully remote and open to candidates nationwide, with a preference for those based in South West, South East or Midlands.


Ready 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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