Financial Advisor

Financial Advisor, Luton area

Work from home or office

Salary up to £70,000, OTE expected £80,000 - £100,000

This opportunity is ideal for an experienced Financial Advisor looking to join a thriving, directly authorised financial advisory practice. If you have at least 2 years' experience in as an advisor, particularly in pensions and investments, and are seeking the autonomy to manage your own client relationships with the support of an established business, this could be the right move for you. You’ll be offered a competitive basic salary and a generous bonus structure that could see your have significant earnings in year 1.

The Business

This directly authorised, owner-led financial advisory firm has grown organically, with the founder having successfully built the business from the ground up. Based in the Luton area and servicing clients across Bedfordshire, Buckinghamshire and Hertfordshire, the business is well-regarded for providing independent advice with a strong focus on pensions and investments. With plans to expand the team over the next couple years, this is a rare chance to join at an exciting point of growth, with a clear pathway for progression and future opportunity.

TheRole

You’ll take on an existing book of clients while also generating new business from the firm’s strong local reputation and referral network. Working closely with the business owner, you’ll receive support to ensure a smooth handover of client relationships and grow a bank of your own. The role is a mix of remote and in-person work, giving you flexibility while maintaining a high-quality, personal service for clients.

Benefits

• Basic salary range from £50,000 - £70,000
• Bonus scheme with potential to earn an additional c.£30,000 on top of your salary
• Existing client bank to take care of
• Paraplanning and administration support - outsourced at no cost
• Flexible working options - work from home or the office
• Opportunity to be part of a growing, locally respected business in the beginning of it's growth path
• Holidays
• Pensions scheme

How to Apply

Click "Apply" to submit your CV. The process is straightforward - we'll get in touch to have a chat and then we'll look to get your CV across to the firm to have an initial call.

Synonyms

Financial planner, wealth manager, financial adviser, independent financial advisor