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Financial Adviser

mbf.
Posted 20 days ago, valid for a month
Location

Cardiff, South Glamorgan CF5 1DR, Wales

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The job is for a Financial Advisor position that is fully remote in the UK, requiring occasional travel to London for meetings.
  • The salary includes a basic pay of £60,000 with uncapped earnings potential, allowing first-year earnings to range between £100,000 and £150,000.
  • Candidates should have a minimum of 5 years of experience working with high-net-worth clients in financial services or as an Independent Financial Advisor (IFA).
  • The role offers warm leads provided by the marketing team and extensive support, allowing successful advisors to earn between £400,000 and £1 million annually.
  • Ideal candidates are highly motivated, results-driven, and possess exceptional communication skills, with a Level 4 qualification in financial services.

Job Title: Financial AdvisorLocation: Fully Remote (UK-wide) with occasional travel to London (6-8 days/year)Salary: £60,000 basic + uncapped earnings (OTE Year 1: £100k-£150k)

About the Role

MBF are currently recruiting on behalf of a leading International Investment Advisory Organisation that is looking to hire an ambitious Financial Advisor. This is a fully remote opportunity with all leads provided, offering the chance to work with high-net-worth clients across the UK and enjoy exceptional earning potential.

This is an ideal role for a top-performing sales professional with a proven track record in financial services who wants to take control of their success and earnings.

The Opportunity

  • Warm Leads Provided: You’ll receive 80-90 warm enquiries per month generated by the marketing team.
  • Client Base: Focus on high-net-worth individuals approaching retirement with investable assets of £600k-£700k in pensions, ISAs, and other platforms.
  • Uncapped Earning Potential: Success fees are paid immediately after a deal is funded, with no cap. Top advisors are earning £400k-£500k annually, with some reaching £1M+.

This role is fully remote, with occasional travel to the London office (6-8 days/year) for sales meetings. All travel expenses are covered by the company.

What’s in It for You?

  • Basic Salary: £60,000 (fixed).
  • Uncapped Success Fees: Paid monthly based on funded deals.
  • Annual Bonus: For clients retained for 3 years (similar to trail income).
  • Earning Potential:
    • Year 1: £100k-£150k
    • Years 3-4: £200k-£250k
    • Top advisors: £400k-£500k+, with some earning £1M+.
  • Full Support: Warm leads, an extensive client database, and dedicated portfolio management and client service teams.
  • Remote Flexibility: Work from anywhere in the UK with the option to attend the London office.

What My Client Is Looking For:

  • Proven Sales Success: A strong track record of winning new business and acquiring high-value clients.
  • Experience: Minimum of 5 years working with high-net-worth clients in financial services or as an IFA.
  • Qualifications: Level 4 qualified in financial services.
  • Skills & Traits:
    • Highly motivated, results-driven, and entrepreneurial.
    • Exceptional communication and interpersonal skills.
    • Independent, resilient, and confident in driving your success.

About My Client

My client is a leading international investment advisory firm dedicated to helping high-net-worth clients achieve their long-term financial goals. They pride themselves on a transparent, client-first approach and provide exceptional support and resources to ensure their advisors succeed.

Next Steps

If you’re a top-performing Financial Advisor looking for a role with uncapped earnings, flexibility, and high-quality leads, I’d love to hear from you.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.