Financial Advisor

Financial Advisor (Client Review Focused)

Home-Based | Award-Winning National Firm

An exciting opportunity has arisen for a Review-Focused Financial Advisor to join an award-winning national firm in a home-based capacity. This role is ideal for an experienced advisor who enjoys nurturing existing client relationships, conducting thorough annual reviews, and delivering high-quality, ongoing financial advice — rather than focusing on new business generation.

The firm works with employers across the UK, providing trusted financial advice to workplace clients, with a particular focus on pensions, retirement planning, and holistic financial wellbeing.

Package:

• Base Salary: Up to £80,000 (flexible for the right candidate)
• Uncapped bonus structure linked to quality and volume of client reviews/advice
• Full back-office and paraplanning support
• Well-established, reputable firm with an ethical and client-centric approach

Key Requirements:

• Minimum 2 years’ experience in financial advice
• CAS status (Competent Adviser Status) essential
• Strong background in pension and retirement planning
• Comfortable conducting client reviews and maintaining long-term relationships
• Focused on providing advice rather than generating new business

Perks & Benefits:

• 25 days holiday + bank holidays + option to apply for 3 additional days
• Discretionary bonus scheme
• Private medical insurance
• 6% employer pension contribution
• Death in service cover (DIS)

This is a fantastic opportunity for an advisor who takes pride in delivering ongoing value to existing clients. You’ll be joining a respected firm that offers genuine work-life balance, a collaborative culture, and long-term career development.