Job Details

Financial AdviserFinancial Adviser
  • Reference ID 388699-9354-1639
  • Type Permanent
  • Sector Financial Adviser
  • Salary/OTE Up to Salary £45k
    OTE of £50k - £90k
  • Location Midlands
Job description
Chance for a Financial Advisor to be part of a well organised team, with plenty of business opportunities and established client bank provided.

The Company
Our client company are a highly acclaimed, long established financial services firm based in Milton Keynes and London. They have developed a well-respected business with an excellent team ethic. They are looking to grow by recruiting a Financial Advisor.

Clients and business opportunities
A Financial Advisor joining them will be provided with an excellent client bank with minimum of £4m FuM, plus plenty more opportunity to develop. These clients are predominantly based in Buckinghamshire, Northamptonshire, and Bedfordshire. Plus, you will receive a number of booked appointments arranged by the company’s in house telephone appointment maker. The company have a number of introducer partners and therefore, you will be encouraged to work closely with professionals for referrals.

Training and Development
The company hold regular training and development workshops and recommend regular interaction within the team to help, support and increase your knowledge.

Requirements to be considered
You should be Level 4 Diploma qualified and be experienced with a proven track record in Financial Planning. As they have an excellent team environment, you should have the ability to work within a team. Own transport and full driving licence is required.

· Basic salary of up to £45,000 pa plus bonuses of up to 15% monthly & 30% annually
· Excellent benefits include: DIS, Group personal pension (matching contributions) and mileage reimbursement
· OTE of £50,000 - £90,000 pa
· This is an office based role from prestigious new offices, however you will be encouraged to visit clients (reimbursement of mileage expenses).
· You will have administration support available for processing applications and chasing providers.
· As well as providing advice in the licensed areas, you will also be able to pass leads to other specialists on a fee share arrangement, so that you are able to maintain your clients.

Milton Keynes

Contact us: Call us now on 0208 0044 154 to further discuss this position, or email us at <> with your CV and details to receive a call from one of our regional recruitment consultants. Alternatively, press the ‘Apply Now’.

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