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Financial Adviser
2 months ago
Job Title: Financial Adviser - Book of Business Opportunity
Job Type: Full-time
Company: Heat Recruitment Ltd
About the Role:
We are seeking an experienced Financial Adviser to join our client's team in Doncaster and surrounding areas. As a Financial Adviser, you will be responsible for managing a book of business, developing your own clients, and providing exceptional customer service.
Key Responsibilities:
- Manage a book of business and develop new clients through referrals and new business
- Provide face-to-face and telephone/video-based meetings to clients
- Liaise with introducers and develop relationships to grow the business
- Identify new clients and develop the book of business
Requirements:
- Current experience working as a Financial Adviser
- Whole of Market experience
- Diploma Qualified & CAS status
- Driving Licence & Vehicle (to attend client meetings)
What We Offer:
- Circa £50-65K basic salary
- OTE of £100K+
- 28 days holiday + bank holidays
- Income Protection, Death in Service and medical benefits
- Pension 5%
How to Apply:
If you have the necessary experience and are interested in this opportunity, please contact Sam at Heat's Manchester office.
