Financial Adviser

FM Top Jobs
05 Mar 2019
31 Mar 2019
Contract Type
Full Time
Are you looking for an opportunity to receive new and existing clients whilst being a key part of the team ethic as a Financial Adviser?

The Company

Our client company, a highly successful and well-established financial services firm of 25+ years has over 30 individuals within their team and wishes to recruit employed Financial Advisers to join their growing business. There is excellent camaraderie between the team with regular charitable team events and annual overseas convention.

Clients and business opportunities as a Financial Adviser

As a Financial Adviser within their team, you will be focused on providing excellent client service through appropriate financial planning advice. You will benefit from their established infrastructure and be provided with an existing client bank local to you with ongoing income already in place; as well as leads generated from their various marketing initiatives and orphan clients for you to review their existing policies.

Training and Development offered to a Financial Adviser

Regular training and development workshops plus interaction within the team to help, support and increase each other’s knowledge is highly recommended by the group.

Paraplanning service is available if required, and the company have their own in-house compliance director to provide practical support.

Requirements to be considered for a Financial Adviser

If you are a Diploma qualified Financial Adviser, with enthusiasm and a hunger to succeed, this could be an excellent opportunity for you. A key reason behind the businesses continued success is the family feel within the business; therefore, new individuals joining will need to be like-minded.


* Year 1 - Salary of £30,000 pa (1x validation plus bonus thereafter)

* OTE of £40,000+

* Year 2 – Salary of £30,000 pa (no salary validation with tiered bonuses paid on all business written)

* OTE of £60,000+

* Regular incentive schemes, annual convention and annual conference.

* Part of an excellent team environment.

* Office based role from one of their 3 regional offices with potential for some home working

* Respected as a businessman / businesswoman within a successful firm.

The company has a caring attitude and is interested in getting the right person for the role to ensure a long term relationship.


* Gloucestershire

* Leicestershire

* Warwickshire

* Wiltshire

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