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Financial Adviser
2 months ago
Are you looking for a step up into an adviser role, or are you an adviser looking to elevate your career and join a fantastic firm operating in a remote/field based capacity. This role comes with a ready made client bank to get you started and you will be given the tools to grow, develop it and enhance your career.
Location: Guildford, Basingstoke, Woking, Worthing. Working one day max on the road, the rest remote based.
Key Responsibilities:
- Develop and manage client relationships within the education sector.
- Offer tailored financial advice and solutions to meet clients' needs.
- Build new business and enhance existing relationships.
- Work with an existing client bank to drive growth and client satisfaction.
- Collaborate with a dedicated relationship team to qualify leads and arrange appointments.
- Stay up-to-date with industry developments and changes.
Qualifications and Skills:
- QCF Level 4 qualification in Financial Advice or equivalent.
- Proven ability to build lasting client relationships and manage workloads independently.
- Driven individuals who want to succeed
- Perfect for Mortgage adviser, trainee IFA, Paraplanning background
- Experience in managing your own business growth and making commercial decisions.
What We Offer:
- Competitive starting salary with OTE £79,000.
- Car allowance of £6,050 per year.
- Generous pension scheme (company matched plus 2% up to 10%).
- Life assurance (four times your base salary).
- 28 days holiday + bank holidays, increasing to 30 days after 5 years.
- Option to buy or sell holiday days.
- Ongoing training and support, including professional qualifications.
- Flexible benefits, including travel loans, cycle-to-work schemes, and medical cover.
- Discounts on major brands and access to employee assistance programs.
- Two volunteering days per year.
- Salary sacrifice scheme for ultra-low emission cars (electric and plug-in hybrids).
Apply now to be considered
