At a Glance
- Tasks: Manage and grow a diverse portfolio of clients with expert financial advice.
- Company: Forward-thinking wealth management business offering remote flexibility.
- Benefits: Competitive salary, bonuses, share options, and enhanced pension.
- Other info: Enjoy ongoing support and modern tech tools for your success.
- Why this job: Combine flexibility with security in a supportive remote environment.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and proven advisory track record.
The predicted salary is between 50000 - 65000 £ per year.
Location: Fully Remote (UK-based)
Salary: Competitive Basic + Bonus + Full Benefits Package
NJR Recruitment is currently working with a well-established and forward-thinking wealth management business offering a rare opportunity for an experienced and self-sufficient Independent Financial Adviser to join their team on a fully employed, fully remote basis. This role is ideal for a high-calibre adviser who brings with them a transferable client bank and is looking for the structure, support, and long-term security of an employed model without the office commute.
The Role:
- You will be responsible for managing and developing a portfolio of existing and new clients, providing high-quality financial advice across investments, pensions, protection, and retirement planning.
Key Responsibilities:
- Provide holistic financial advice to a diverse client base
- Manage and grow your portfolio with full compliance and service excellence
- Maintain strong ongoing relationships with clients
- Operate remotely with full access to support, systems, and compliance
- Collaborate with internal teams including paraplanning, admin, and marketing
What We're Looking For:
- Level 4 Diploma in Regulated Financial Planning (minimum)
- A proven track record of delivering compliant advice
- A transferable client bank that generates ongoing revenue
- Comfortable working independently in a fully remote environment
- Self-motivated, professional and client-focused
What's on Offer:
- Employed role with competitive basic salary of up to 85% of ongoing fees
- Full remote working setup - flexibility without compromise
- Ongoing admin and paraplanning support
- Excellent Bonus Structure for New Business of 50%
- Modern tech stack and CRM systems
- Share Options with an excellent 5 year plan
- Enhanced Pension
- Death In Service cover
If you're an experienced adviser looking to combine flexibility with security — and want to bring your clients into a well-supported, fully remote environment — we'd love to speak to you. Apply today or contact NJR Recruitment for a confidential discussion quoting NJR15880.
