Employed Financial Adviser

Zen Consulting Ltd
20 Mar 2017
19 Apr 2017
Contract Type
Full Time

Job Title: Employed Financial Adviser

Salary: £40,000 - £70,000 DOE

Location: Bournemouth

This presents an excellent opportunity to join an expanding IFA Firm. The business is growing and is looking for you to assist the operation by providing first class service to their clients

You will be provided with access to the latest in technology to aid you in your duties along with full back office support including compliance & suitability report writing

There will be some leads provided, although a proactive attitude towards business generation will be highly regarded

There will be the option to move to a self-employed basis after a year within the firm, as this could be more financially beneficial


Engaging clients and building relationships from the foundations up

Building a client bank of Investment, Pension & Protection clients with whom you can continue to work in both the short & long term

Following up new business initiatives in a timely & professional fashion

Delivering formal recommendations

Maximising business from leads provided


A high level of confidence, sales & presentational skills and interpersonal skills are ideal

At least level 4 Diploma Qualified & preferably working towards chartered status

Previous experience working as an Adviser in a Financial Advisory firm is essential

A transferable client bank is preferable but not essential