Financial Planning Professional

1 month ago


London, Greater London, United Kingdom CleverHR Full time

£40,000 plus benefits and bonuses, car allowance

CleverHR's Financial Planning business has an exciting opportunity for a qualified Adviser to join the team

The company provides advice to individuals and businesses to help them meet their financial objectives.

Established for 20 years, this directly authorised IFA is well positioned for further expansion and welcomes applicants that really want to make a success as an adviser, through outstanding customer service, hard work, and professionalism.

Key Responsibilities
  • A varied and busy role with great leads and referrals coming in for you to develop
  • Prospecting and networking with professional introducers to develop new clients is also a requirement
  • A strong team culture with great earnings potential, no cap on the bonus
  • Full paraplanning and administrative support provided
About You
  • Qualified with Level 4 Diploma
  • Comfortable dealing with people
  • Professional and strong desire to develop a long-term career as an Adviser
  • Previous experience as an adviser
Salary & Benefits
  • There is a competitive basic salary depending on experience.
  • Additional employee benefits include company pension scheme.
  • 28 days including Bank Holidays and an additional 3-day shut down at Christmas.


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