A full diary. Great earnings. No client bank to build.
This is a telephone‑based financial advice role focused on helping clients with pension and retirement planning (consolidation). Your diary will be full from leads with an 80‑90% conversion rate. You build relationships with clients, understand their needs, and explain advice clearly.
You can earn up to £100,000, comprising a £50,000 salary and performance‑related bonus. There is also a wider profit‑sharing bonus scheme and a wealth‑creation/equity‑style scheme for staff.
This firm is growing quickly by serving a part of the market that many traditional firms ignore. It believes good financial advice should not be reserved for those with large investments. In 2025 it brought in well over £100m AUM and continues to grow. It invests heavily in people, process, and technology, including paraplanners and success managers.
This job isn't for everyone, but for the right candidate it offers a fast‑growing, structured, and income‑focused environment.