Trainee Financial Adviser (Bristol)

Integrity Resource Solutions
08 Feb 2017
08 Mar 2017
Contract Type
Full Time

Package: basic salary £21,000 plus fully expensed company car. Average adviser OTE is £41,000 but earnings are uncapped with top performers earning £60,000. Generous benefits including 10% company contribution to pension scheme.

The role: working from home you will be providing financial advice on protection, investments and pensions to an existing client base on behalf of a well-established mutual society. As the advice level is classed as 'basic' no level four diploma is required. The company has a stakeholder product range with a competitive charging structure. You will be responsible for generating your own appointments from an existing client base of between 1000 - 2000.

An important part of the job is carrying out regular door to door calls on existing policyholders that you have not spoken to before with a view to arranging fact find appointments to generate business and the role is highly sales focused.

A comprehensive residential three week training course is provided upon commencement of employment in addition to ongoing training and support in the field once established in the role.

Experience required: You must have a sales background and track record in financial services of exceeding targets. A reasonable knowledge of generic savings, investments, protection and pension products is also required as well as the stated qualifications. It is also important you live within 30 minutes drive of the job location.

Qualifications required: Either Cemap, R01 & R05, FPC or level 3 certificate in financial services.

Alternative vacancies for this role include: Bath, Derby, Doncaster, Burton, Lincoln, Nottingham, Sheffield,Guildford, Croydon, Sutton, Redhill and south west London.

Due to volume of applications: if you do not receive a response within 5 working days please assume you have been unsuccessful.