Financial Adviser

Financial Adviser

Location – Preston (Remote)

Salary – OTE £80,000

We are working with a national Financial Planning firm who are looking for an experienced Financial Adviser to take over an existing client book. The book consists of approximately 150 clients with a value of around £30m AUM. in the role you will provide an ongoing holistic advice service covering investment, pensions, IHT and estate and protection advice.

As a Financial Adviser will be supported by a Paraplanning and Admin team based at Head office but the position itself is fully remote/field-based with no requirements to go into the office. The clients are based around Preston and Lancashire so being local to the area is a requirement.

What\’s on offer?

• Salary of up to £55,000
• Competitive bonus scheme allowing for OTE OF £80,00 in year one
• Fully remote working model
• Strong benefits package

If you\’re interested in the Financial Adviser position then apply today and if suitable, one of our consultants will be in touch within 24 hours!

Financial Adviser, Financial Planner, Wealth Management, Financial Services, Remote