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Financial Adviser

Premier Jobs UK Limited
Posted a month ago, valid for a month
Location

Basingstoke, Hampshire RG22 4UY

Salary

£4,400 per month

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The job is for a home-based Financial Adviser covering Hampshire and Surrey, taking over an existing client bank while aiming to grow it.
  • Candidates must hold a minimum Level 4 Diploma in Financial Advice and should be working towards or hold Chartered status, preferably with AF7.
  • The role involves providing holistic financial planning advice, generating new business, and building long-term client relationships.
  • The salary ranges from £55,000 to £70,000 depending on experience, with additional bonuses and benefits such as PMI, income protection, and a £4,400 car allowance.
  • Applicants should be experienced Financial Advisers comfortable with business development activities.

This employed, home based Financial Adviser job will be taking over an existing client bank covering Hampshire and Surrey, with the view to growing this.

Our client is seeking an individual currently holding Chartered status or working towards this.

You will be provided with some existing client generating recurring income, for you to focus on providing holistic financial planning advice. In addition, you should be proactively looking to generate new business and grow the client bank through referrals.

You will be working for a multi-award winning national financial advice business, that are fully embracing equal opportunities and looking to build a diverse workforce. They support their community and will provide you with 1-day annual allowance for charity work

Typically, you will be out meeting clients face-to-face circa 3 days per week and other 2 days from home.

Financial Adviser Requirements

  • You must hold minimum Level 4 Diploma in Financial Advice
  • Plus, you should be holding or working towards Chartered, preferably with AF7
  • You must be a current Financial Adviser and comfortable undertaking business development activities to grow your client bank
  • Building long-term relationships with clients should be part of your approach to financial planning

The Company

This Independent Financial Advisory company was setup over a decade ago by a leading life and pensions provider. This firm has grown to approximately 190 employees across the country and has developed a substantial list of private clients and SME corporate clients who choose to use them for financial advice. In addition, they are award winners’ due to their expertise including 'Best Retirement Planner’ and ranked within 'Top 25 IFA Companies’

Financial Adviser Benefits

  • Salary of £55,000 - £70,000 dependent upon experience plus bonuses
  • Plus, company benefits including PMI, income protection, 4x DIS, critical illness, pension and car allowance of £4,400 pa
  • Home based role covering clients across Hampshire and Surrey
  • Supported by a qualified and effective team of Paraplanners, focused on ensuring you provide quality advice
  • Working as part of a highly respected name within Financial Services

Locations

Hampshire, Surrey

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.