Wealth Financial Adviser (Home Based)

Verridian Recruitment
15 Mar 2017
14 Apr 2017
Contract Type
Full Time

Our client company is a leading provider of financial education in the workplace. Their advisers assist employees to understand how to maximise the value of their workplace savings and benefits by delivering financial education tailored to the needs of individual companies, ranging from large FTSE companies to SME’s.

Due to continued success and planned expansion, they are looking to recruit a high quality financial advisers to provide strategic asset allocation advice to private individuals in relation to the fee-based Discretionary Managed Portfolio service offered by the company. Other responsibilities include:-

  • Provide pension planning advice and consider the appropriateness of utilising a self-invested personal pension (SIPP) for new pension contributions and for consolidation (transfer) of legacy arrangements

  • Provide comprehensive Pension Income Options advice including; annuities, capped and flexible income drawdown, and phased retirement strategies

  • Provide guidance on Company Share Schemes including tax efficient exit strategies

Home based, the successful applicants will receive all of their appointments which will be pre-booked and qualified, via the Head Office support team.

Skills and Experienced Required:-

  • Essential:Must hold the Level 4 Diploma in Regulated Financial Planning Qualification or equivalent

  • Essential: Must be able to demonstrate excellence in delivering wealth advice to high net worth customers

  • Essential: Must be able to evidence a consistent track record of achieving and exceeding sales targets

  • Preferred: Hold current competent adviser CF30 status

  • Results focused

  • Energetic

  • Motivated to deliver

  • Enthusiastic

  • Flexible

  • Determined

  • Can do attitude

  • Persuasive

  • Client focused

In return our client company offers:-

  • Basic Salary £40,000 to £65,000

  • Bonus Scheme

  • Excellent earnings potential (£95,000 OTE)

  • Other benefits associated with a forward thinking company

  • Full details will be disclosed to candidates, prior to your application being submitted to the client company