Desk Based Financial Planner (Office or Home Based)

MB Fitzgerald
09 Apr 2017
09 May 2017
Contract Type
Full Time

Our client, a well-established and respected firm of Independent Financial Advisers with offices across the UK is currently looking to recruit for a Desk based Financial Adviser. If you wish, it is possible that you can work from home but candidates may have to travel to a local office occasionally

In this regulated Financial Planning role the adviser will maximise the potential from an agreed database of existing clients and new leads. You will be advising mainly on Pensions and Pension Transfers but also on Investments and Protection. You will be working mainly from leads provided to you by Pension Liability Management projects that the company have won and will continue to bid for.

In addition:-

  • Maintain a high degree of contact with clients via the telephone in line with agreed measurable service levels
  • Adhere to their client’s policies and procedures including Treating Customer Fairly.
  • Maintain a thorough understanding of all relevant products, propositions and legislative requirements, both current and in the future.
  • Demonstrate a commitment to personal development through the enrolment on internal or external training programmes.

Successful applicants MUST be Level 4 Diploma qualified and will ideally have previous experience of regulated financial planning advice. My client will however consider good quality Paraplanner or somebody from Bancassurance/ Mortgage Adviser seeking to make the step up into an advisory role.

The position will be almost entirely desk based but there will be occasions when this could lead to face to face experience. Candidates with previous Telephone based sales or Advice experience would be at an advantage.

This is an excellent opportunity for a Diploma Qualified individual seeking a stable Adviser role at a company who can provide high quality clients and leads as well as offering a good salary and Bonuses.. Basic salary is between £30K and £40K and you will be able to earn Bonuses on Fee income produced after a low validation.