Wealth Advisor

Home-Based Wealth Advisor / Financial Advisor / Financial Planner – Thames Valley High Earnings | Full Lead Supply | OTE £50,000 – £100,000 Location: Thames Valley (Home-Based) Salary: Financial Guarantees for 6 Months + High Earnings OTE £50,000 – £100,000 Recruiter: Cameron James Professional Recruitment – Wealth, Pensions & Investments A rare home-based opportunity for an experienced Wealth Advisor, Financial Advisor, Financial Planner, or IFA to join a long-established wealth and mortgage business covering the Thames Valley. Due to exceptional demand and rapid growth, the firm’s network of 20–25 whole-of-market mortgage brokers is generating 20–30 pre-qualified pension and investment leads every month, ensuring consistent high earnings potential. What’s on Offer * Home-based role with full control of your diary * 20–30 pre-qualified wealth leads monthly * Unrestricted access to 15+ years of existing clients * Additional referrals from a partner wealth management firm * OTE £50,000 – £100,000 (high earnings) * 6-month financial guarantees * Full administrative & marketing support * Work alongside 20–25 incentivised mortgage brokers covering the Thames Valley The Role As a home-based Wealth Advisor, you will provide whole-of-market financial planning across: * Pensions & retirement planning * Pension consolidation * Investments & ISAs * Protection (life, critical illness, long-term care) * Savings & financial wellbeing You will receive a steady stream of new high-quality leads, plus unrestricted access to a large, long-standing client base, enabling you to deliver comprehensive financial planning and achieve high earnings from recurring and new business. Responsibilities * Offer FCA-compliant pension & investment advice * Convert high-quality, pre-booked leads * Engage with long-standing clients to generate further planning opportunities * Maintain high professional standards and client care * Build relationships with the firm’s mortgage advisers and introducers * Work as a fully home-based financial professional * Manage client files, suitability reports and follow-ups Candidate Requirements * Level 4 Diploma (DipPFS, CII, LIBF or equivalent) * Proven experience as a Financial Advisor, Wealth Advisor, Financial Planner, or IFA * Strong pension and investment knowledge * Skilled communicator with excellent client rapport * Self-motivated, disciplined and comfortable managing a home-based diary Why Apply? This is one of the strongest high earnings wealth planning opportunities in the Thames Valley, offering: * Huge lead volumes * Long-standing client access * Excellent support * True flexibility * Outstanding income potential Apply Today Bryn McMillan – Recruitment Director