Financial Planner - Telephone Advice Service

MB Fitzgerald
14 May 2017
13 Jun 2017
Contract Type
Full Time

Our client, a top National firm Wealth Managers is currently looking to recruit for an additional Telephone based Financial Adviser to join their busy, growing team in Northwich.

In this regulated Financial Planning role the adviser will maximise the potential from an agreed database of existing clients as well as converting new leads. You will be offering Advice on all areas of Financial Planning. They are growing the team as the service has proven very popular with the company's clients since it's introduction.


  • 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 somebody from Bancassurance or Restricted Advice seeking to move into into an Independent role.

The position will be almost entirely Telephone 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.. Package is negotiable depending on experience and qualifications.