Financial Adviser - Home Based

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Location
Crownhill
Posted
11 Jan 2018
Closes
12 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

The Role: Financial Advisor (ideal specialism, Pensions)

Location: Home Based

Salary: You will not be disappointed

We have a fantastic opportunity for an experienced Financial Advisor to join a multinational, blue chip organisation to be part of a team providing financial advice to customers who are approaching retirement.

This is a home based role working with current clients only so therefore no cold calling or selling will be required.

The successful candidates will have the opportunity to be part of the customer journey providing tailored recommendations and ensuring a high level of ongoing service. Acting as the conscience of the business, you'll ensure customers are treated fairly and are offered appropriate products and services.

Benefits

- Competitive Salary + Bonus

- Company Car, Laptop & Phone

- Generous defined contribution pension scheme

- Minimum holiday allowance of 25 days plus bank holidays and the option to buy / sell up to 5 additional days

- Life Insurance 8 x basic salary

- Choice of a selection of office equipment for your home office

What The Company's Employees Say:

" I have worked here for 11 years, in that time I have gained many skills as well as training and knowledge. I have learned a lot about myself and how far I can go in my career. I got on well with most employees here, it was like a family. "

" Great benefits, fantastic opportunities and talented people who really care about their customers. Best job ever as I had with so many chances to shine with positive role models who took delight in seeing me succeed and do a good job. "

Requirements

- A regulated level 4 qualification from an organisation who's examining body is recognised by the FCA e.g. Chartered Insurance Institute Diploma in Regulated Financial Planning.

- R04 or equivalent qualification, or a minimum of 12 months experience in providing advice to customers approaching retirement

- Up to date, relevant CPD

- Full UK driving licence