Financial Adviser - Employed - Client Bank provided

Goldstone Laine
16 May 2018
18 Jun 2018
Contract Type
Full Time

This opportunity is with a well known and highly respected Financial Services business who are looking for an experienced Financial Adviser with Level 4 Diploma as a minimum.

The client bank provided covers Canterbury to Sittingbourne.

The successful candidate must be able to work from home and have the drive and determination to grow the brand from within a provided loyal client bank.

New client leads from loyal existing customers provided

Our client is a multi-award winning, top 10 UK financial services company with annual turnover in excess of £1BN and nearly 1M customers.

Rapidly increasing new business levels, quality products and existing customer demand have necessitated expansion of their advisory team.

You will provide a full financial planning service to existing loyal customers. There is no requirement to bring a client book with you. What is important is that you are highly motivated to achieve success through the provision of a first class client service.

A genuinely market leading package:

  • Base to £50K
  • Generous monthly bonus scheme
  • Realistic OTE of £100K+
  • Guarantees for up to 1 year dependent on individual circumstances
  • Car allowance
  • Up to 12% employer pension contributions
  • Additional end of year bonus based on company performance
  • Year 1 underpin can be agreed to maintain earnings during transitional period

About you:

  • QCF level 4 qualified, with a minimum of 3 years advising experience across protection, pensions and investments
  • Highly motivated, with a demonstrable track record of meeting and exceeding sales targets
  • Strong relationship manager who can quickly establish credibility and earn the trust and confidence of introducers
  • We will also consider candidates with 2 years paraplanning or account management experience across the full product range where QCF level 4 is also held

Support on offer:

  • Package specifically designed to maximise time spent in front of the customer
  • Appointments booked for you by highly motivated introducers from their existing customer base
  • Fact find preparation for all customer meetings
  • Paraplanning support on all complex cases

This role is being dealt with by Mark Hazzard.

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