Financial Adviser - £60K Base + Incentives - Leads Provided - Hybrid/Remote Flexibility

?? Fast-Growing Firm | High-Quality Leads | Flexible Working | Earnings up to £100K+ OTE

A unique opportunity has opened at a dynamic and fast-growing financial advisory firm recently spun out from a larger organisation. With a strong pipeline of incoming enquiries—soon to increase significantly through a partnership with a major accountancy firm—we're now looking for a proactive Financial Adviser to help meet the growing demand.

You’ll be joining a tight-knit, supportive team of 10, with a centralised paraplanning function, AI-powered systems, and a business model that does the heavy lifting when it comes to lead generation.

• Location: Liverpool (face-to-face meetings required)

• Salary: £60,000 basic + bonus structure (OTE £80,000-£100,000+)

• Working Model: Hybrid/Remote depending on the situation

• Team Size: 10-person core team with shared support functions

• Leads: Provided by the business - no need to self-source

• Paraplanning Support: Strong central team - FAs only do ~15% paraplanning

• Managing and converting a high volume of qualified enquiries

• Building client relationships through in-person and remote meetings

• Delivering holistic financial advice in line with regulatory standards

• Collaborating with the paraplanning and admin teams to ensure seamless service

• Bringing a sales mindset and strong time management to meet revenue goals

• Diploma Level 4 qualified (minimum)

• Strong sales ability with a consultative, client-first approach

• Able to manage a busy workload and maintain high service standards

• Comfortable working in a growing, entrepreneurial environment

• Based in or willing to travel to Liverpool

• £45,000 to £60,000 base salary

• Lucrative bonus scheme - realistic OTE £80-100k+

• 33 days holiday (including bank holidays)

• Pension scheme with matched contributions

• Remote/hybrid working options

• Supportive team culture with low red tape and a focus on client outcomes

Paraplanner, IFA, Report Writing, Research & Analysis, Financial Planning, Wealth Management, Financial Services.