Home-based Financial Adviser £45k - £55k

£45,000 - £55,000 yearly
  • Recruit UK
  • Newcastle upon Tyne, UK
  • 04/10/2018
Full time Financial Adviser / IFA

Job Description


  • Financial Adviser position
  • Home-based – no micromanagement
  • £39k pa + bonuses OTE £50k+ 1st year; 2nd year £65k+
  • Leading company, All client leads provided
  • Paraplanning & Admin support
  • Opportunity to grow your own client bank and benefit from recurring income
  • Full training provided. Level 4 Diploma required, Sales experience needed.

 About the company:

We are representing a successful and award-winning financial advisory firm who specialise in providing financial advice to a diversity of Private and Corporate clients. The company has grown rapidly over the past few years and they have successfully increased their gross annual revenue and headcount, developing a secure and stable environment that is friendly and supportive.

Our client has a national presence and they are currently seeking Level 4 Diploma qualified Financial Advisers to join their firm to provide restricted whole of market advice on Pensions, Protection and Investments.

This is a great proposition that is offering a minimum of c15 client leads per month, a non-debt able retainer at circa £3,000+ per month plus travel allowance £250pm and bonuses, recurring income/trail counting towards targets set. It is not necessary to have an existing client bank, but if you do, our client can offer a smooth transition in transferring them and competitive terms.

All advisers at the firm receive full professional support through a dedicated and centralised Paraplanning and Administration team, releasing their adviser’s time to focus on building a strong business.

Who would be suitable for this opportunity?

 Level 4 Diploma qualified professionals:

  • Want to grow a business within a business with real potential for high earnings
  • Suitably motivated to build a client bank from leads provided
  • Wanting to benefit from recurring income year on year
  • Provide regulated financial advice
  • Have motivation and knowledge to be able to further their skills and qualifications as the market changes.
  • Strong relationship building skills who can effectively work home based prepared to travel to meet with clients to generate and grow their business without being micromanaged.
  • Seeking a generous client lead supply
  • Want to join a firm that doesn’t expect you to work to unrealistic targets with little or no back office support.

 Please contact Andrew Nicholson at Recruit UK quoting job ref 12895 if you would like to find out more.