Financial Adviser

We are working with a scaling Financial Advisory firm that is looking to take on 2 Financial Advisers to service inbound leads generated from their Whitelabel products. Before the leads are sent through to you each lead will be pre-screened by an appointment makeer to ensure that you are spending time with a potential client who needs help planning for their future.

Location: Bury (Hybrid role, with 2-3 days in office)

Salary: Up to £45,000 base salary, with OTE averaging £80,000

The firm in question is passionate about making financial planning accessible to everyone. They add real value to their clients’ lives, by allowing people to live their authentic lifestyles without financial worries.

This is a desk-based financial adviser position, you will provide clients with quality holistic financial planning advice via telephone and video calls.

You will be supported by in-house paraplanners and administrators.

Key Responsibilities:

• Provide expert financial advice to Ltd company owners

• Utilise warm leads provided by the company, ensuring effective follow-up and conversion.

• Conduct all client meetings remotely, offering flexibility and accessibility.

• Collaborate with internal teams to ensure compliance

To be considered:

• We are looking to speak with qualified Advisers who have experience providing advice virtually.