Financial Advisor (Desk Based)

Advance Search & Selection Ltd
14 May 2017
13 Jun 2017
Contract Type
Full Time

Financial Advisor (Desk Based)

Central London

Our Client is a provider of financial planning and pension solutions to clients who are specifically looking for financial advice in a very cost effective manner within an easy to understand, straight forward financial planning format.

They are currently looking for a Desk Based Financial Advisor to join their existing successful team in their central London office.

Provide professional, effective, efficient and compliant telephone based advice to Clients who have specific retirement planning requirements, building and developing strong working relationship with these clients, and offering tailor made financial planning solutions and a unique ongoing service and review programme.

Must have technical competence and experience advising on retirement planning and pension transfers.

Must be proficient in MS Office (Word, Excel, PowerPoint, etc.)

Have a minimum Level 4 Diploma Status and Competent Adviser Status

Commitment to ongoing Professional Development towards Chartered Status

The basic salary will £40,000 - £45,000 region with a pooled bonus system. Earnings are expected to be in the £55K-£60K region.


David Sheddon at Advance Search & Selection Ltd

This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services and Pensions recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.