Financial Adviser

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Financial Adviser

Bristol

Post Date, 17/12/2024

Salary: 50000-60000 per annum

Permanent

Job Title: Financial Advisor
Location: 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.

Job Responsibility
Contract Details
  • Contract Type: Permanent
  • Salary Type: per annum
  • Total Applications: 2
  • Last Date: 28/01/2025
Contact us or Apply now

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