Financial Advisor job in Leeds - client enquiries and leads provided

The Specialists in Financial Services Recruitment

Job Details

Financial Advisor Financial Advisor
Reference ID: 40
  • Salary/OTENon-debtable draw provided of £30,000 - £35,000
  • Vacancy LocationLeeds
  • RemunerationSelf-Employed with Draw
  • RegionYorkshire
Job description

Are you keen to be part of a long established business as a home based Financial Advisor with excellent pre-qualified leads / appointments provided?

The Company

Our long established client company are seeking a number of Financial Planning Advisers throughout the UK working as multi-tied advisers to join their successful team. As well as operating a chain of estate agency and letting agency branches in the South of England they operate a highly successful comparison website for all aspects of financial advice, with high ranking on Google and other major search engines.

Clients and business opportunities

Each Adviser will be looked after by a named relationship manager in the company's in-house dedicated call centre to provide them with booked appointments and additional leads. You will be provided each month with approximately 15 appointments for potential investment / mortgage / life needs; 3 - 4 pension switch sign up appointments (where all research work has previously been undertaken) and 5 - 10 additional warm leads to follow up.

Requirements to be considered

You should be a current Financial Advisor with previous home service experience and be Diploma qualified. In addition, if you are not already CeMAP qualified, you should be prepared to obtain this in order to provide full advice to clients. Ideally, you will have a transferable personal client bank / lead source to support your daily business activity.

Benefits

  • Non-debtable draw provided of £30,000 - £35,000 pa
  • OTE £60,000+ pa
  • Top performers achieving £80,000+ pa
  • Competitive commission rates available
  • Also you will be supported by an experienced administration support team to assist with processing of applications.
  • Home based role.

Locations

  • Leeds
  • Manchester

Call us now on 0208 0044 154 or click Apply

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