Financial Advisor

7 months ago


Croydon, United Kingdom Placing Faces Full time

**Role**: Financial Advisor

**Salary**: 35-42K + bonus structure

**Location**:Croydon, but role will be hybrid/remote after training. **MUST LIVE NEAR OR BE WILLING TO TRAVEL TO CROYDON.**

My client, an established IFA, are currently looking for a Financial Advisor who is new into their career. This role is a client servicing position, you won't have new business targets, but there will be a lot of progression on offer, as well as financial support for any new qualification you wish to take.

**Financial Advisor** **Role Responsibilities**:

- Calling existing clients who are due annual reviews to update policies and funds
- Keeping their CRM system up to date
- Providing new advice where necessary and ensuring you are compliant to regulations at all times
- You must always be aiming to work your way up the ladder, so hard work and dedication will see progression

**Experience Required to become a Financial Advisor here**:

- Must have experience advising in either a Financial Planner or Mortgage Advisor role.
- Must have or be working towards Financial Diploma.

Pay: £35,000.00-£42,000.00 per year

**Benefits**:

- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: Hybrid remote in Croydon



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