Our client has over 20,000 mortgage and protection clients and is seeking a DipFA & CeMAP qualified adviser with pensions experience to untap this tremendous opportunity of reviewing pensions.
Specialising in Mortgage & Protection, our client has built up a client bank of over 20,000. With an existing team of 3 Mortgage & Protection Advisers and 7 support staff working out of smart serviced offices in the sought after professional district of the city centre of Coventry. The workspace is within a five-minute walk of Coventry train station, public transport routes and car parking facilities. The company is an Appointed Representative firm of their sister company that is directly regulated by the FCA and offering whole of market advice.
Clients and business opportunities
With over 20,000 clients there is an untapped marketing opportunity for a Financial Adviser to join the business to offer a pension review service. Whilst the pension business develops in a sustainable way, there will also be opportunity for the Adviser to provide mortgage and protection advice to new and existing clients. The majority of business will be transacted over the telephone, unless clients are local to Coventry when face to face advice can be offered.
Requirements to be considered
You should hold your Level 4 Diploma in Financial Advice and CeMAP (or equivalent) and have a minimum of 2 years pension experience. In addition, you should be a team player and motivated to achieve your goals.
Salary up to £35,000 to £40,000 dependent on experience
Auto enrolment pension
Working hours - 9am to 5.30pm Mon to Fri
Contact us: Call us now on 0208 0044 154 to further discuss this position, or email us at firstname.lastname@example.org 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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