Free cookie consent management tool by TermsFeed Financial Advisor in Cheshire, Lancashire, Leicestershire, Lincolnshire, Merseyside, Northamptonshire, Northumberland, Nottinghamshire, Oxfordshire, Rutland, Shropshire, Staffordshire, Tyne and Wear, Warwickshire, West Midlands, Worcestershire, Yorkshire, Birmingham, Bradford, Carlisle, Chester, Coventry, Derby, Doncaster, Durham, Hereford, Kingston-upon-Hull, Lancaster, Leeds, Leicester, Lichfield, Lincoln, Liverpool, Manchester, Newcastle-upon-Tyne, Nottingham, Preston, Salford, Sheffield, Stoke on Trent, Sunderland, Wakefield, Wolverhampton, Worcester, York, Belfast, Londonderry, Newry, Aberdeen, Dundee, Dunfermline, Edinburgh, Glasgow, Perth, Perth, Stirling, Bangor | MBF

Financial Advisor

  • Cheshire, Lancashire, Leicestershire, Lincolnshire, Merseyside, Northamptonshire, Northumberland, Nottinghamshire, Oxfordshire, Rutland, Shropshire, Staffordshire, Tyne and Wear, Warwickshire, West Midlands, Worcestershire, Yorkshire, Birmingham, Bradford, Carlisle, Chester, Coventry, Derby, Doncaster, Durham, Hereford, Kingston-upon-Hull, Lancaster, Leeds, Leicester, Lichfield, Lincoln, Liverpool, Manchester, Newcastle-upon-Tyne, Nottingham, Preston, Salford, Sheffield, Stoke on Trent, Sunderland, Wakefield, Wolverhampton, Worcester, York, Belfast, Londonderry, Newry, Aberdeen, Dundee, Dunfermline, Edinburgh, Glasgow, Perth, Perth, Stirling, Bangor
  • Permanent
  • £60K plus Benefits and 6 Figure OTE

Job details.

Job Title: Financial Advisor
Location: Fully Remote (UK-wide)
with occasional travel to London (6-8 days/year)
Salary: £60,000 basic + uncapped earnings (OTE Year 1: £100k-£150k)

About the Role

  • MBF are currently recruiting on behalf of a leading International Investment Advisory Organisation that is looking to hire an ambitious Financial Advisor. This is a fully remote opportunity with all leads provided, offering the chance to work with high-net-worth clients across the UK and enjoy exceptional earning potential.
  • This is an ideal role for a top-performing sales professional with a proven track record in financial services who wants to take control of their success and earnings.

The Opportunity

  • Warm Leads Provided: You’ll receive 80-90 warm enquiries per month generated by the marketing team.
  • Client Base: Focus on high-net-worth individuals approaching retirement with investable assets of £600k-£700k in pensions, ISAs, and other platforms.
  • Uncapped Earning Potential: Success fees are paid immediately after a deal is funded, with no cap. Top advisors are earning £400k-£500k annually, with some reaching £1M+.
  • This role is fully remote, with occasional travel to the London office (6-8 days/year) for sales meetings. All travel expenses are covered by the company.

What’s in It for You?

  • Basic Salary: £60,000 (fixed).
  • Uncapped Success Fees: Paid monthly based on funded deals.
  • Annual Bonus: For clients retained for 3 years (similar to trail income).

Earning Potential:

  • Year 1: £100k-£150k
  • Years 3-4: £200k-£250k
  • Top advisors: £400k-£500k+, with some earning £1M+.
  • Full Support: Warm leads, an extensive client database, and dedicated portfolio management and client service teams.
  • Remote Flexibility: Work from anywhere in the UK with the option to attend the London office.

What My Client Is Looking For:

  • Proven Sales Success: A strong track record of winning new business and acquiring high-value clients.
  • Experience: Minimum of 5 years working with high-net-worth clients in financial services or as an IFA.
  • Qualifications: Level 4 qualified in financial services.

Skills & Traits:

  • Highly motivated, results-driven, and entrepreneurial.
  • Exceptional communication and interpersonal skills.
  • Independent, resilient, and confident in driving your success.

About My Client

  • My client is a leading international investment advisory firm dedicated to helping high-net-worth clients achieve their long-term financial goals. They pride themselves on a transparent, client-first approach and provide exceptional support and resources to ensure their advisors succeed.

Next Steps

  • If you’re a top-performing Financial Advisor looking for a role with uncapped earnings, flexibility, and high-quality leads, I’d love to hear from you.

Job Title: Financial Advisor
Location: Fully Remote (UK-wide)
with occasional travel to London (6-8 days/year)
Salary: £60,000 basic + uncapped earnings (OTE Year 1: £100k-£150k)

About the Role

  • MBF are currently recruiting on behalf of a leading International Investment Advisory Organisation that is looking to hire an ambitious Financial Advisor. This is a fully remote opportunity with all leads provided, offering the chance to work with high-net-worth clients across the UK and enjoy exceptional earning potential.
  • This is an ideal role for a top-performing sales professional with a proven track record in financial services who wants to take control of their success and earnings.

The Opportunity

  • Warm Leads Provided: You’ll receive 80-90 warm enquiries per month generated by the marketing team.
  • Client Base: Focus on high-net-worth individuals approaching retirement with investable assets of £600k-£700k in pensions, ISAs, and other platforms.
  • Uncapped Earning Potential: Success fees are paid immediately after a deal is funded, with no cap. Top advisors are earning £400k-£500k annually, with some reaching £1M+.
  • This role is fully remote, with occasional travel to the London office (6-8 days/year) for sales meetings. All travel expenses are covered by the company.

What’s in It for You?

  • Basic Salary: £60,000 (fixed).
  • Uncapped Success Fees: Paid monthly based on funded deals.
  • Annual Bonus: For clients retained for 3 years (similar to trail income).

Earning Potential:

  • Year 1: £100k-£150k
  • Years 3-4: £200k-£250k
  • Top advisors: £400k-£500k+, with some earning £1M+.
  • Full Support: Warm leads, an extensive client database, and dedicated portfolio management and client service teams.
  • Remote Flexibility: Work from anywhere in the UK with the option to attend the London office.

What My Client Is Looking For:

  • Proven Sales Success: A strong track record of winning new business and acquiring high-value clients.
  • Experience: Minimum of 5 years working with high-net-worth clients in financial services or as an IFA.
  • Qualifications: Level 4 qualified in financial services.

Skills & Traits:

  • Highly motivated, results-driven, and entrepreneurial.
  • Exceptional communication and interpersonal skills.
  • Independent, resilient, and confident in driving your success.

About My Client

  • My client is a leading international investment advisory firm dedicated to helping high-net-worth clients achieve their long-term financial goals. They pride themselves on a transparent, client-first approach and provide exceptional support and resources to ensure their advisors succeed.

Next Steps

  • If you’re a top-performing Financial Advisor looking for a role with uncapped earnings, flexibility, and high-quality leads, I’d love to hear from you.

Sector:

  1. Financial Services
  2. Financial Planning

David Everingham

Financial Services

Contact Us

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