This job has expired

Financial Adviser

Closing date
17 Jun 2021

View more

Contract Type
You need to sign in or create an account to save a job.

Job Details

A fantastic opportunity for an experienced Financial Adviser to join a friendly, vibrant and expanding holistic financial services business, an appointed representative of Tenet Network with offices located in Crewe and Newcastle-under-Lyme.


The successful candidate will benefit from:
  • Generous basic salary of Circa £50,000 p.a. (depending on experience)
  • Performance based bonus with OTE potential to reach £80,000 p.a.
  • 25 days' holiday plus bank holidays (rising to 30 days with length of service)
  • Pension scheme
  • Company-funded life assurance cover.

The position will suit Advisers who understand the value in maintaining strong client relationships. You will be working as part of a small team and maintain a strong client centric approach. You will enjoy full paraplanning and back-office support to allow you to focus on giving advice to your clients.

Key Duties will include
  • Establish and maintain a high level of credibility and manage strong working relationships with our clients and other members of the team
  • Attend client meetings to win new business, present recommendations, maintain client relationships and review their objectives
  • Ensuring compliance with all industry rules and regulations as well as business quality requirements
  • Actively supporting the growth of the business

About you

We're seeking a Financial Adviser who shares our values of loyalty and commitment to clients, offering an excellent service at every stage. We'd love to see:
  • Proven experience working as a financial adviser within the financial services industry
  • Track record of successful financial guidance
  • Ability to analyse financial data and to provide appropriate data-based advice
  • Strong communication, negotiation and presentation skills
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply
  • Excellent PC knowledge and ability to operate database systems
  • Level 4 DipPFS qualification or equivalent (as a minimum)
  • Current or recent competent adviser status (CAS) for investments and pensions

Want to apply?

If this sounds like the opportunity for you, please send your CV today
You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalised job recommendations straight to your inbox.

Create alert