Employed Financial Advisor job in Exeter - existing policyholders available

The Specialists in Financial Services Recruitment

Job Details

Financial Advisor Financial Advisor
Reference ID: 1587
  • Salary/OTESalary of circa £55,000 plus commission
  • Vacancy LocationExeter
  • RemunerationEmployed
  • RegionSouth West
Job description

This employed Financial Advisor job in Exeter, provides excellent access to existing policyholders, for you to assist with financial planning.

Our client has an excellent referral relationship with a busy firm based in Exeter for you to utilise. You should be proactive in contacting the existing policyholders to promote your services as a Financial Advisor and sign them onto ongoing service agreements.

Financial Advisor Requirements

  • You should be Level 4 Diploma qualified in Financial Planning
  • You must have experience as a Financial Advisor
  • You should be comfortable prospecting to customers

The Company

This professional multi-award winning team. Having been established for over a decade, they are renowned with their clients for the excellent service provided - rated 4.9/5 on Trustpilot. With a large friendly team environment, each member is valued and plays a key part in their continued success.

Financial Advisor Benefits

  • Salary of circa £55,000 plus commission
  • Branch based role with 3 – 4 days in the office and remainder from home
  • Workplace pension, 21 days holiday plus bank holidays and break between Christmas and New Year



Call us now on 0208 0044 154 or click Apply

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