Employed Chartered Financial Advisor job in London - clients provided

The Specialists in Financial Services Recruitment

Job Details

Chartered Financial Advisor Financial Advisor
Reference ID: 1175
  • Salary/OTESalary of £40,000 plus share of ongoing income and new business to enable OTE of £80,000
  • Vacancy LocationLondon
  • RemunerationEmployed
  • RegionLondon
Job description

This Chartered Financial Advisor job provides you with existing clients from the Director of the business, with the flexibility to work from home 2 / 3 days a week and no salary validation

The Director has reached capacity and needs to offload some of his clients and would like to recruit a Chartered Financial Advisor to ensure continuity of service to the clients.

These clients will include individuals on their light touch service, that require some ongoing servicing. Recently, they have found these clients have lots of new business opportunity and would like you to utilise this

Plus, you will be provided with clients requiring regular financial planning reviews, either face-to-face or via video. These clients will provide you with opportunity to be more hands on

In addition, they would reward you for any self-generated business

Chartered Financial Advisor Requirements 

  • You should hold Level 6 Chartered Financial Planner status or be 1 exam away from achieving
  • Plus, you should be experienced in providing financial planning advice

The Company 

Our client has been established for over 10 years and have a reputation for providing clients with a highly personal service that meets their needs. They develop dynamic financial strategies aligned to support the personal financial aspirations of each individual client, building long term relationships through their professional and friendly approach

Chartered Financial Advisor Benefits 

  • Salary of £40,000 with no salary validation
  • You will receive a share of the ongoing income for the existing clients, plus bonus on new business and uplifted rate on self-generated
  • OTE of £80,000, which will grow with increases in the ongoing income
  • Mixture of working from home and their prestigious office in London with excellent transport links
  • They have prestigious London offices with excellent transport links close by
  • You will be joining a successful team of c.14 individuals who enjoy sharing each other’s success and foster a collaborative approach



Call us now on 0208 0044 154 or click Apply

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