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.