Financial Adviser

Job Details

Reference ID 772
Vacancy Location Hampshire, Surrey
Job sector
Job type
Remuneration Salary of £55,000 - £70,000 dependent upon experience plus bonuses

Description

This employed, home based Financial Adviser job will be
taking over an existing client bank covering Hampshire and Surrey, with the
view to growing this.

Our client is seeking an individual currently holding
Chartered status or working towards this.

You will be provided with some existing client generating
recurring income, for you to focus on providing holistic financial planning
advice. In addition, you should be proactively looking to generate new business
and grow the client bank through referrals.

You will be working for a multi-award winning national
financial advice business, that are fully embracing equal opportunities and
looking to build a diverse workforce. They support their community and will
provide you with 1-day annual allowance for charity work

Typically, you will be out meeting clients face-to-face
circa 3 days per week and other 2 days from home.

Financial Adviser Requirements

  • You
    must hold minimum Level 4 Diploma in Financial Advice
  • Plus,
    you should be holding or working towards Chartered, preferably with AF7
  • You
    must be a current Financial Adviser and comfortable undertaking business
    development activities to grow your client bank
  • Building
    long-term relationships with clients should be part of your approach to
    financial planning

The Company

This Independent Financial Advisory company was setup over a
decade ago by a leading life and pensions provider. This firm has grown to
approximately 190 employees across the country and has developed a substantial
list of private clients and SME corporate clients who choose to use them for
financial advice. In addition, they are award winners’ due to their expertise
including ‘Best Retirement Planner’ and ranked within ‘Top 25 IFA Companies’

Financial Adviser Benefits

  • Salary
    of £55,000 – £70,000 dependent upon experience plus bonuses
  • Plus,
    company benefits including PMI, income protection, 4x DIS, critical
    illness, pension and car allowance of £4,400 pa
  • Home
    based role covering clients across Hampshire and Surrey
  • Supported
    by a qualified and effective team of Paraplanners, focused on ensuring you
    provide quality advice
  • Working
    as part of a highly respected name within Financial Services

Locations

Hampshire, Surrey

Call us now on 0208 0044 154 or click Apply

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