At a Glance
- Tasks: Manage and grow a diverse portfolio of clients while providing top-notch financial advice.
- Company: Forward-thinking wealth management business with a strong support system.
- Benefits: Competitive salary, bonuses, full remote setup, and enhanced pension options.
- Other info: Join a dynamic team with modern tech and excellent career growth opportunities.
- Why this job: Enjoy flexibility and security while making a real impact in clients' financial lives.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and a proven track record.
The predicted salary is between 60000 - 80000 £ 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.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Independent Financial Adviser in Lisburn
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Grabjobs. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Remote Independent Financial Adviser in Lisburn
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Grabjobs.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Grabjobs's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Grabjobs
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Grabjobs.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Grabjobs employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
