Employed Financial Advisor job in London - clients provided

The Specialists in Financial Services Recruitment

Job Details

Financial Advisor Financial Advisor
Reference ID: 1190
  • Salary/OTESalary of £45,000 - £50,000
  • Vacancy LocationLondon
  • RemunerationEmployed
  • RegionLondon
Job description

This employed Financial Advisor job provides the opportunity to be provided with clients and join a growing business

As a Financial Advisor, you will be provided with existing clients to takeover their ongoing servicing and ensure they receive excellent continuity of financial planning service.

In addition, the business is active in acquiring clients, therefore you will receive newly acquired clients for you to onboard into the business and provide ongoing servicing to. The business has a high retention rate.

Their business model is focused on catering for UK retail clients, therefore advice is provided via the telephone or video for business efficiency. Majority of clients are pre-retirement and looking to accumulate their wealth.

Paraplanning and administration support is provided.

Financial Advisor Requirements

  • You should be a current Financial Advisor with full Level 4 Diploma (DipFA or DipPFS)
  • You should be a motivated Financial Advisor and able to build rapport quickly
  • You must have pensions advice and switching experience

The Company

This growing financial planning firm is focused on ensuring everyone can access high quality financial advice. Their team of 15, which consists of Management, Financial Advisors, Paraplanners, Compliance and Administrators work well together.

Financial Advisor Benefits

  • Salary of £45,000 - £50,000 with Year 1 OTE of £55,000 - £65,000 and Year 2 OTE of £65,000 - £80,000
  • Typically, 2 days office based in London and 3 days working from home
  • Supportive team environment focused on achieving the best for each



Call us now on 0208 0044 154 or click Apply

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