Experienced Financial Adviser - HOME BASED

Veritas Associates Ltd
Rochester, UK
24 Aug 2019
31 Aug 2019
Contract Type
Full Time
An opportunity has arisen for a talented Home Based Financial Adviser to join my clients, a leading Building Society, taking over responsibility for providing top quality full financial advice to their customers in the Kent and Essex area. This home based advice provision in addition to the company's branch based advisers.
  • Home Based - Financial Adviser
  • Essex and Kent areas
  • BasicSalary to £54,000 pa (dependant on experience) plus excellent benefits, superb and uncapped OTE
  • No weekend working

As a platinum investors in people, this excellent employer provides robust support, training and excellent benefits well aligned to the role. They are committed to providing quality full advice and have a very extensive proposition.

The position comes with a healthy client bank and all leads are provided for you.

You will be an excellent communicator and a talented Financial Services professional accustomed to providing a first class service at all levels. In return for your commitment you can be assured of receiving the respect and rewards your efforts deserve from this superb employer.

Requirements - To provide expert financial advice to new and existing clients, leading to income generation whilst meeting the highest of standards of operational, customer service and production standards in a professional manner.

Essential -
  • Full Diploma in Financial Advice
  • Holder of current Statement of Professional Standing
  • Minimum 2 years experience as an Adviser in a regulated environment

Ideal -
  • Proven quality/compliance track record
  • Experience in reviewing a client bank
  • Proven track record of performance against target
  • Significant experience of selling lump sum investments
  • IHT experience
  • Competent Adviser Status held during the last 36 months (please contact if just outside that)

Benefits -
  • Training and development including funding for Chartered Status if desired
  • Private Medical Cover
  • Childcare Vouchers
  • Stakeholder pension scheme
  • 25 days holiday rising annually to a maximum of 30 days with the ability to flex in five more days per annum
  • Life cover
  • Loyalty bonus scheme

Thank you for your interest in this position, please submit your CV for consideration. If your application is of interest we will contact you to discuss the opportunity in more detail within 48 hours of receiving your application.

We try to respond to every application but occasionally due to the overwhelming application response we receive, should you not hear from us within 10 days please assume your application has been unsuccessful.

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