Remote Financial Adviser: Retirement & Investment Strategy

Remote Financial Adviser: Retirement & Investment Strategy

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

At a Glance

  • Tasks: Provide expert retirement and investment advice to clients, both existing and new.
  • Company: Join LV=, a leading financial services provider with a strong team culture.
  • Benefits: Enjoy a permanent role with flexible working options and professional development opportunities.
  • Other info: Be part of a supportive team with great career advancement potential.
  • Why this job: Make a real difference in clients' financial futures while working remotely and in the office.
  • Qualifications: Diploma in Financial Planning and experience in a regulated environment required.

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

LV= is seeking an experienced Financial Adviser to join our Bournemouth-based team.

The role focuses on delivering retirement and investment advice to clients, both from LV= and the broader market, with emphasis on the ongoing advice service for existing clients.

The position offers permanent status with a mix of office attendance and regular home working.

The ideal candidate will hold a Diploma in Financial Planning, maintain CPD records, and operate in a regulated environment.

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Remote Financial Adviser: Retirement & Investment Strategy 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 Remote Financial Adviser: Retirement & Investment Strategy

Financial Advising
Retirement Planning
Investment Strategy
Diploma in Financial Planning
CPD Record Maintenance
Regulatory Compliance
Client Relationship Management