Financial Advisor

Job Details

Reference ID 2168
Vacancy Location Taunton
Job sector
Job type
Remuneration Self employed role with an OTE of c.£80,000+

Description

Are you an
experienced Financial Advisor in Somerset or Devon looking to join a well-established and
reputable business with an excellent local presence?

Our client
is an established Financial Services business with offices across Somerset and Devon. They are now looking to add another Financial Advisor to their team due
to continued growth.

You will
ideally have your own transferable clients to bring, you will also benefit from
the business organic leads through local advertising and client referrals.  

You will be
joining a highly successful and supportive team and will benefit from full
administration & Paraplanning support.

Financial Advisor Requirements

  • You
    must have your level 4 Diploma
  • You should
    have transferable clients
  • You
    ideally will be confident in your ability to generate new clients
  • You
    should have excellent customer service standards
  • You
    should be passionate about helping clients

The Company

This company was first established over 30 years ago and are
well respected in the local community. They are a value driven and client
centric business. They are keen to continue growing organically.

Financial Advisor Benefits

  • Self employed role with an OTE of c.£80,000+
  • Opportunity to sell your client bank to the
    business and create a capital event
  • Full Administration & Paraplanning support
  • Happy
    to consider Hybrid working

Locations

Taunton

Call
us now on 0208 0044 154 or click Apply

Liability
and Disclaimer

Whilst
Premier Jobs UK uses all reasonable efforts to ensure the information contained
in our adverts including any salary, benefits or on target earnings are
accurate, we give no representation or warranty in respect of such information.
No liability is accepted by Premier Jobs UK for any loss or damage which may
arise out of any person relying on or using any information.

Apply for this Job
* Allowed file types: docx, doc, pdf, and txt