Job Details

Financial AdviserFinancial Adviser
  • Reference ID 875674-3436-13319
  • Type Permanent
  • Sector Financial Adviser
  • Salary/OTE OTE £50k - £100k+
  • Location South West
Job description
Job Title: Financial Advisers and Mortgage & Protection Advisers

Locations: Bath, Bristol, Gloucester, Guildford, High Wycombe, Oxford, Portsmouth, Reading, Slough, Southampton and Swindon
This company has 25,000 clients covering the M3, M4, M40, and West M25 corridors.

Salary / OTE: Self-employed with OTE of circa £50,000 - £100,000+ pa (unlimited)
Over half of the advisers personally earn over £100,000 pa
70% payable on all business written
Debtable draw facility is available for candidate up to the first 6 months
· This financial services firm was established in 2005 and now has over 20 advisers. The firm was set up by a team of highly successful Financial Advisers that had worked together for many years.
· They are recruiting Financial Advisers and Mortgage Consultants in M3, M4, M40, and West M25 corridors.
· They are seeking circa 10 advisers to pick up around 10,000 unallocated clients.
· The in-house telemarketing team will be pre-qualifying your allocated clients that wish to hold a review meeting, for you to book into your diary.
· Home based role.
· Within the Top 10 practices out of 800 in a major UK network with enhanced rates.
· Full administration / paraplanning service is available if required.
· Very successful and experience management team that provides in-house supervision and development.
· Monthly sales meetings and incentives.
· Offering capital buyout scheme (of up to 3.75x trail) / post retirement income options.
· This is an interesting and exciting role with great career prospects leading to future management positions.
· You will receive excellent mentoring and marketing support to help develop your business.
· 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.
· Full holistic financial planning will be in the following areas: Mortgages, Protection, General Insurance, Savings & Investments, Portfolio & Wealth Creation, Retirement Planning & Annuities, Inheritance Tax Planning, Business Protection, Will Writing, and Trusts.
· In addition, there are arrangements in place for you to be remunerated in respect of professional referrals for the following areas: Conveyancing, Surveys, Debt Management, Will Writing, Lease Extensions, PHI, and Equity Release.
· The network provides excellent induction training to enable you to achieve a flying start and on-going support and development.

Criteria: Financial Planning Adviser
Level 4 Diploma qualified and CeMAP 3 qualified
Experienced in Financial Planning
Motivated individual to establish your own business within a highly productive Financial Services firm

Mortgage & Protection Consultant
Minimum CeMAP 3 or equivalent
Proven track record in Mortgage Advice
Motivated individual to establish your own business within a highly productive Financial Services firm

Contact us: Call us now on 0845 652 2266 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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