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Remote Financial Advisor

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Remote

Remote Financial Advisor

Eden Rose

Remote Financial Advisor

Skills

Business DevelopmentLead GenerationFinancial Planning

1 month ago

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Important information


Contract type:

Permanent

Work mode:

Remote

Published on:

29 September 2026

What they need


Job Ref

91197

Location

Wirral

Salary

£80,000 - £100,000 Per Annum

Employment Type

Permanent

  • Location: Wirral, Cheshire
  • Type: Permanent
  • Job #91197
  • Salary: £80,000 - £100,000 Per Annum

Senior Financial Advisor South East England | Home-Based | £80,000 – £100,000+ DOE

Flexible Working | Strong Lead Flow | Exceptional Benefits Are you an experienced Financial Adviser looking for the flexibility to work from home, the support of a quality wealth management firm, and the opportunity to continue growing your client bank?

We’re working with a highly respected wealth management business seeking an established adviser to join their growing team.

This opportunity would suit an adviser who already has a transferable client bank and is looking for a firm that can provide the infrastructure, support and lead generation needed to take their business to the next level.

What’s on Offer?

Home-based role

£80,000 – £100,000+ salary dependent on experience and client bank

Outstanding benefits package

Highly competitive pension contribution

Strong internal lead generation and introducer network

Existing clients available to develop

Administrative and paraplanning support

Opportunity to work autonomously while benefiting from a collaborative team environment

Excellent staff retention and long-serving workforce

The Role

As a Senior Financial Adviser, you’ll provide holistic financial planning advice across:

  • Investments
  • Pensions
  • Retirement Planning
  • Estate Planning
  • Protection
  • Wealth Management

The role will primarily focus on clients across the South of England, although you will have the flexibility to manage relationships nationwide.

You’ll be responsible for developing your existing client relationships whilst also converting high quality opportunities generated through the firm’s established lead sources.

About You

  • Level 4 Diploma qualified (minimum)
  • Proven track record as a Financial Adviser
  • Able to bring a transferable client bank
  • Strong business development and relationship management skills
  • Comfortable working remotely and managing your own diary
  • Based within the South East or able to cover clients across the South

Why Consider This Opportunity?

This is an opportunity to join a stable, well established business with a reputation for looking after both its clients and employees. The firm offers genuine flexibility, strong support structures and a platform for advisers to continue growing their recurring income without having to build everything from scratch.

If you’re an experienced Financial Adviser with a transferable client bank and are looking for a flexible, home based role with significant growth potential, we’d love to hear from you. Apply now for a confidential discussion.

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