C I F A

Financial Advisor

Job Description

Launch Your Career in Finance – Become a Financial Advisor!


Earn While You Learn | Fully Remote | £34,200 Tax Free Support Package Over 18 Months | Industry-Leading Training


Are you ready to pivot into a rewarding new career in finance? Want to build your own business, gain professional qualifications, and earn as you learn? This is your opportunity to join an award-winning Wealth Management firm and take the first step toward becoming a successful Financial Advisor.


What’s on Offer?


Join our client’s prestigious 18-month Financial Advisor Academy where you’ll:



  • Gain the CII Level 4 Diploma in Regulated Financial Planning

  • Receive expert training, mentoring, and coaching

  • Build your own client base with 100 warm enquiries in your first year

  • Work fully remotely with flexible hours

  • Earn a non-taxable support package of £34,200 during training

  • Access a full marketing suite, including social media training and sales tools


Already DipPFS qualified? A funded, 13-week bridging programme is available to give you the skills you need to launch your career as a financial adviser.


About the Company


Our client is one of the UK’s top Wealth Management firms, serving high-net-worth individuals and businesses with a wide range of financial products including:



  • Investment Portfolios & Bonds

  • Pensions & ISAs

  • Estate Planning & Financial Advisory Services


Your Role


As a future Independent Financial Advisor, you will:



  • Deliver tailored advice on investments, pensions, and estate planning

  • Build lasting relationships with clients through regular reviews

  • Create personalised financial plans aligned with client goals

  • Stay up to date with market trends and regulatory changes

  • Grow your client base through networking and referrals


Who We’re Looking For


This opportunity is perfect for career changers who are:



  • Mature, driven, and ready to commit to a long-term career path

  • Excited to start their own business with full backing and support

  • Strong communicators with a natural ability to connect with people

  • Comfortable with numbers and eager to learn new systems

  • Already have (or can build) a network of potential clients


Why This Could Be Your Perfect Next Step



  • National retirement plan

  • Free access to all company sales aids and brochures

  • Be part of a supportive, high-performance culture

  • Make a real difference in people’s financial futures


Ready to take the leap? Apply now and start your journey toward a fulfilling, flexible, and financially rewarding career in Wealth Management.



Davies Talent Solutions

Part of Davies, the leading specialist professional services & technology business serving insurance, financial services and highly regulated markets.

Our mission is to revolutionise the way organisations source and develop talent to deliver better outcomes.

We partner with over 1200 organisations to;
• Attract, upskill and retain talent
• Access individuals & teams to deliver business critical projects
• Transform behaviours, culture & performance

We combine deep practitioner experience with specialist sourcing and learning capabilities to deliver a range of highly innovative, digitally enabled solutions.

A core part of the financial services ecosystem we are passionate about professionalising the workforce and equipping it for a digital future.

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