Financial Adviser – Retirement & Investments (Remote)

Financial Adviser – Retirement & Investments (Remote)

Full-Time 49500 - 60500 Β£ / year (est.) Home office (partial)
LV=

At a Glance

  • Tasks: Provide expert retirement and investment advice while managing client relationships.
  • Company: Join LV=, a leading financial services provider with a supportive team culture.
  • Benefits: Enjoy remote work flexibility, competitive salary, and ongoing professional development.
  • Other info: Opportunity to coach junior colleagues and grow within a dynamic environment.
  • Why this job: Make a real difference in clients' financial futures while advancing your career.
  • Qualifications: Diploma in Financial Planning and experience in regulated telephony-based advice.

The predicted salary is between 49500 - 60500 Β£ per year.

LV= is seeking an experienced Financial Adviser to join its Bournemouth-based team with hybrid working.

You will develop new and existing business by providing retirement and investment advice, including ongoing advisory services for clients.

The role requires a Diploma in Financial Planning, CPD activity, and a strong track record in regulated telephony-based advice.

You will manage pre-qualified opportunities, conduct reviews, and coach junior colleagues while meeting regulatory standards and

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Financial Adviser – Retirement & Investments (Remote) employer: LV=

At LV=, we pride ourselves on being an excellent employer, offering a supportive work culture that values collaboration and innovation. Our Bournemouth location provides a vibrant environment with opportunities for professional growth, complemented by generous benefits such as 30 days’ holiday and a competitive pension scheme, making it an ideal place for those seeking meaningful and rewarding employment.

LV=

Contact Details:

LV= Recruitment Team

We think you need these skills to ace Financial Adviser – Retirement & Investments (Remote)

Diploma in Financial Planning
Regulated Telephony-Based Advice
Retirement and Investment Advice
Ongoing Advisory Services
Business Development
Client Management
Conducting Reviews