Financial Adviser - Work From Home

Financial Adviser

• Location: Remote with occasional travel to Manchester (must live within reasonable travel distance)
• Salary: 50,000- 55,000 + bonus
• Hours: Full time, Monday to Friday
• Contract: Permanent

We are seeking a qualified Independent Financial Adviser with strong experience in Pensions, Investments, and Protection. All leads are provided through an introducer network - no prospecting required.

Requirements

• Level 4 Diploma in Financial Advice (CII or equivalent)
• Minimum 2-3 years' experience as an IFA (not tied/restricted)
• Strong pensions and investment planning knowledge
• FCA Approved Person & Competent Adviser Status
• Excellent communication, analytical and organisational skills
• Confident user of Microsoft Office and client systems

Role Overview

• Provide regulated financial advice and full needs analysis
• Produce compliant suitability reports and pension transfer assessments
• Manage cases from start to completion, ensuring FCA and Consumer Duty requirements
• Maintain accurate file quality and meet service-level standards
• Collaborate with internal teams and follow company processes
• Complete required training and maintain competence through ongoing CPD

Benefits

• Bonus scheme (target 3 salary; 25% paid on excess)
• 5% matched pension
• 4 salary death in service
• 23 days annual leave + birthday off
• Leave purchase scheme
• PerkBox
• Remote working after onboarding

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.