Employed Financial Advisor job in Gloucester - leads provided

The Specialists in Financial Services Recruitment

Job Details

Financial Advisor Financial Advisor
Reference ID: 1522
  • Salary/OTESalary of £35,000 - £40,000 with OTE of £75,000
  • Vacancy LocationGloucestershire
  • RemunerationEmployed
  • RegionSouth West
Job description

This employed, home based Financial Advisor job is available within a directly authorised, IFA firm that provides leads. Their proposition includes:

  • Circa 5 pre-qualified leads booked into your diary per week, which should convert into 2 cases per week
  • Monthly bonuses upon achieving your target validation
  • Efficient software that pre-populates reports and letters, for you to top & tail
  • Ad-hoc support from their Administrators to chase LOAs and providers
  • Access to a team of successful Financial Advisors and Directors who can provide advice and guidance

Alongside these excellent tools, you would be encouraged to self-generate business to boost your client bank and overall earnings.

Financial Advisor Requirements

  • You should have 2+ years’ experience as a Financial Advisor
  • Ideally, you should have some transferable clients and/or ability to self-generate new clients in this role
  • Our client is happy to consider Financial Advisors from IFA or tied backgrounds

The Company

Our client is a well-established, directly authorised IFA firm with Financial Advisors based across the UK. They believe in providing truly holistic, independent financial advice, through creating lifetime financial plans for each client.

Financial Advisor Benefits

  • Salary of £35,000 - £40,000 with OTE of £75,000
  • For Financial Advisors with a transferable client bank, potential negotiation for higher salary
  • Home based role, utilising video technology to advise clients and undertaking some face-to-face client meetings


  • Birmingham / West Midlands
  • Gloucestershire
  • Swindon

Call us now on 0208 0044 154 or click Apply

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