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Video Based Financial Advisor

  • Salary: £40000.00 - £45000.00 per annum + Benefits + Bonus
  • Location: Work from home
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    06 Jul 2021
  • Job reference: 35800

Is video based advice here to stay?? With how busy people are I think it might just be. Everything seems to have come full circle in the matter of months and everything is moving at such a fast pace. To prep and make a home-cooked meal it can take circa one hour, Just Eat can have it to your door within 30 minutes. Who needs the fuss? What about travelling 3 hours in one direction for a 1 hour meeting, would you say that was a good use of your time? Fair to say you could have completed 3 or 4 meetings in that time working from using Teams or Zoom.

My point is, a lot of us live a life of convenience and being more efficient and productive makes sense, does it not?

This is a new opportunity with a long standing client who looking for an Video-Based Adviser. You will hold meetings via video calls and take clients through the advice journey, understanding their financial needs and goals. You will provide advice across all areas (holistic) and operate off an independent model.

All clients and leads are provided. Salary on offer is £40,000 - £45,000 plus benefits and the opportunity to earn an additional 50% in bonus.


Contact Ricardo Manouchehri for more detail.


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