Financial Adviser

Posted 15 days ago
Work from home


Supporting society’s most trusted professions


As an experienced Financial Adviser with a QCF Level 4 qualification, you’ll have the ability to build lasting client relationships while maintaining a clear focus on business growth. As well as being comfortable managing your own workload and making commercial decisions, you’ll also be open to working collaboratively and sharing ideas. Naturally, you’ll be an articulate communicator, with a positive outlook and the character to adapt to the continuously evolving financial services market.


As well as offering you the flexibility to find your own balance in life, we’ll offer you a client base in a trusted professional sector, such as medicine, dentistry or teaching, and a wide range of products to support their financial needs. You’ll quickly develop a deep understanding of the sector that your clients work in, from the comprehensive training we will provide.


You’ll build new relationships and develop existing ones. All the time assisted by a dedicated relationship team, who’ll help qualify new business leads, arrange appointments and provide technical support. Leaving you with the time and scope to focus on understanding your clients’ challenges, needs and aspirations.


Being part of our family will benefit yours


The more you achieve, the more rewards you can expect, including a competitive starting salary, quarterly and annual bonuses, car allowance and a generous contributory pension. Our training academy will also ensure you continue to develop your industry knowledge and keep up to date with the latest products.


The face of our business


Ours is a unique approach that puts you at the heart of our business. We believe it’s a more rewarding way to do business. You’ll have responsibility and accountability, but we encourage the sharing of ideas and collaboration across our business, you’ll also have the support of colleagues at all levels.


We’re hugely proud of our 175-year heritage. We cherish our mutual status. It is an integral part of who we are. With no shareholders we can focus on what’s important – our members, our clients and our people. Not only today, but for the future.




A starting salary of up to £50,000 (depending on experience), and OTE of circa £75,000

  • 25 days holiday plus bank holidays (rising to 28 days with service anniversaries).
  • Buy extra holiday days or sell holiday you don’t need.
  • Car allowance of £4,600
  • A great pension scheme – company matched plus 2% (up to 10%).
  • Life assurance – worth four times your base pay
  • Personal development – we offer great training programmes and support you with external, professional qualifications.
  • Flexible benefits – includes our travel loan/car parking scheme, cycle to work programme and medical cover.
  • Discounts – across major brands in retail, health, wellbeing and leisure.
  • Health checks – access to unlimited video GP consultations 7 days a week and 500 onsite appointments each year (Birmingham and London clinics)
  • Volunteering days – two days a year off work to volunteer for a worthy cause
  • Salary sacrifice scheme for ultra-low emission cars (electric and plug in hybrids)
  • Employee assistance programme – we help you, take care of you!


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