Start conversations
Reach out to people, reconnect with contacts, and invite those interested to a financial planning conversation.
Part-time financial advisory · PRU Life UK
A little time.
Room to grow.
Build a financial advisory practice alongside the life you already have—with work you can do from home, guided training, and a team to grow with.
1–2 hours a dayWork from homeTeam support
Let's talk about part-time work 
The work, explained
What would you actually do?
You will build relationships, help people understand their financial protection options, and provide ongoing service. Here is what that looks like in practice.
Listen and understand
Ask about a client's goals, responsibilities, budget, and existing protection. Get to know what matters to them before discussing options.
Prepare and explain options
Work with your mentor to prepare suitable proposals. Help clients understand benefits, costs, and policy terms so they can make an informed decision.
Follow through
Follow up on questions, assist with application requirements, and keep clients updated on the next steps.
Care for your clients
Stay in touch after a policy is issued, help with service requests, and arrange reviews as their circumstances change.
Keep learning and reporting
Update your activity tracker, discuss progress with your mentor, and practise the skills you are developing in training.
Find your daily rhythm.
1–2 hours a day
Set aside a focused daily block for outreach, follow-ups, preparation, or learning. Client appointments and scheduled training may need additional time.
Work from home
Handle outreach, planning, and online appointments from home. Keep a reliable internet connection and a quiet, private space for client conversations.
Zoom catch-ups
Meet online for reporting, progress updates, and a chance to work through questions with your mentor and team.
Online Zoom training
Develop your skills in client conversations, product understanding, presentations, and ongoing service through guided learning and practice.
An example: 90 focused minutes
15 minutesReview messages and plan your next steps.
45 minutesReach out, follow up, or prepare for a client conversation.
30 minutesLearn, practise, and update your activity report.
Adapt this routine around your appointments and team schedule. It is a starting point for planning your time.
A team you get to see, too.
Alongside your online work, make room for a Saturday branch meeting: catch up, share ideas, learn together, and enjoy some fun fun fun.
There are Christmas parties and celebration events, too—time to celebrate milestones and get to know the people growing alongside you.
We'll discuss the Saturday meeting schedule and attendance expectations when we talk.
Something to work toward
Grow your practice.
Explore what comes with it.
Incentive trips
Work toward qualifying for local and international incentive trips through eligible performance programs.
Performance bonuses
Opportunities to qualify for performance bonuses as you build your practice and meet program requirements.
HMO and insurance
Opportunities to qualify for HMO and insurance benefits, subject to the applicable eligibility requirements.
Trips, bonuses, and coverage depend on the current program terms and your qualification. We'll walk through the requirements with you before you decide.
A few things to talk through.
Is this a fixed-salary work-from-home job?
Financial advisory income is primarily commission-based. Earnings depend on the business you build; a daily time commitment does not guarantee an income amount.
Can I do this alongside my current job?
Let's look at your availability and your employer's policies or employment agreement. The routine also needs room for client appointments, training, and branch activities.
Do I need experience?
You can explore the opportunity without an insurance background. We'll explain the onboarding, training, and licensing requirements before you begin advising clients.
Is all the work online?
Much of the daily work can be done from home, with Zoom catch-ups and training. Saturday branch meetings and some client or team activities involve meeting in person.