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Financial Advisor - salary up to £100k + Equity - Derbyshire/Inverness - Remote

Financial Divisions
Posted 12 hours ago, valid for 8 days
Location

Matlock, Derbyshire DE4 4HF, England

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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  • We are seeking an experienced Financial Advisor for a fully remote position with a national IFA firm.
  • The ideal candidate should have a minimum of 5 years of experience and an AUM of £10m+ or the ability to transfer clients.
  • This role offers a competitive salary with a bonus structure based on initial and ongoing fees.
  • Advisors will be responsible for managing client portfolios and driving business development to expand the client base.
  • Candidates looking for career progression and long-term rewards, including equity opportunities, are encouraged to apply.

We are currently seeking an experienced Financial Advisor to join our client, an organically growing national IFA firm. This fully remote position offers the flexibility of working from home, with occasional meetings in the Derbyshire or inverness offices. The firm provides a clear path for career progression and long-term rewards, with the opportunity to earn equity in the business.

The ideal candidate will bring an AUM of £10m+ or have the ability to transfer clients following the completion of any restrictive covenants. As part of the role, Advisors will be entitled to a bonus structure that includes a percentage of both initial and ongoing fees

In addition to managing client portfolios, the Financial Advisor will be responsible for business development and generating new leads. You will play a key role in expanding the client base by identifying potential prospects and building strong, long-term relationships. Effective networking, strategic planning, and the ability to deliver tailored financial advice will be essential in driving the firm’s growth.

If you’re a driven and ambitious financial professional looking to make a meaningful impact while progressing within a dynamic and supportive environment, we would love to hear from you. This is a fantastic opportunity to work with a forward-thinking firm that values long-term professional growth and success.

To apply, please send your CV and application to Joanna at Financial Divisions.

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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.