Job Description
Location: Remote / Home-Based
Are you a Financial Advisor who thrives on building meaningful relationships with clients — but feels bogged down by constant sales targets and cold business development? If so, this could be the ideal next step in your career.
We’re working with a respected financial planning firm based in the Watford area of Hertfordshire. They’re offering an outstanding opportunity for a personable and experienced adviser to take on a well-maintained, loyal client bank — with no pressure to prospect, no rigid KPIs. This is a firm that values stability, client care, and adviser autonomy — not private equity goals.
The position is perfect for someone who enjoys the advisory and client-interaction side of the job but no longer wants to be caught up in aggressive sales or micromanagement. With strong internal referrals and long-term client relationships already in place, your focus will be on delivering exceptional advice and nurturing trust — not chasing leads.
The role comes with a competitive salary of up to £75,000, and realistic first-year earnings of £100k+ through a generous quarterly bonus scheme. You'll receive 25 days of holiday plus bank holidays, a 5% employer pension contribution, death-in-service cover, and full reimbursement of business expenses. You’ll also benefit from dedicated paraplanning, compliance, admin, and marketing support — giving you the time and space to do what you do best.
You’ll be home-based with complete flexibility but have access to an office if preferred. Day to day, you’ll provide holistic, tailored advice, manage existing client relationships, and explore natural opportunities to add value. Meetings can be held in person or virtually, based on what works best for you and your clients.
To be successful, you’ll need the Level 4 Diploma in Regulated Financial Planning, experience delivering regulated advice, and a strong ethical approach. You’ll be personable, digitally savvy, and comfortable working independently — all while putting the client at the heart of what you do.
If you're ready to join a values-driven firm that puts people before profit and offers genuine flexibility and support, we’d love to hear from you.
For a confidential conversation, reach out to Samantha at Financial Divisions.