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Qualified Financial Adviser (Financial Services)

Ernest Gordon Recruitment Limited
Posted 7 hours ago, valid for 17 days
Location

Penrith, Cumbria CA117SR, England

Salary

£46,000 - £55,000 per annum

Contract type

Full Time

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Sonic Summary

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  • The position is for a Qualified Financial Adviser in Penrith, offering a salary range of £46,000 to £55,000 plus uncapped income potential and benefits.
  • Candidates should possess a Level 4 Financial Advice qualification recognized by the Financial Conduct Authority (FCA).
  • The role involves building a client portfolio with support from a marketing team, paraplanners, and administrative staff.
  • The company is well-established, advising over 600 clients across five offices, and provides opportunities for further qualification and training.
  • Successful applicants will ideally have a proven track record in their current career or business.

Qualified Financial Adviser (Financial Services)

46,000 - 55,000 + Uncapped Income Potential + Benefits + Qualification Support and Training + Private Medical Insurance

Penrith

Are you looking to advance your financial advising career and work with an internationally recognised firm?

Do you want uncapped earning potential while building your own client portfolio and business?

This well-established company offers a wealth of financial expertise in investment planning, retirement planning, and inheritance tax planning. With a growing team, this company advises over 600 independent clients, spanning over 5 offices across the country.

You will have the opportunity to gain further financial qualifications through an internationally recognised training academy, as well as developing your own portfolio of clients.

This role would suit someone with a successful track record in their existing career or business, with an ability to discuss, question, negotiate and advise.

The Role offers:

  • Offices for advisers to use as a work place, in addition to working remotely, and meeting rooms available for client meetings
  • A marketing team to work with you on marketing strategies, client events, and social media
  • Practice clients to assist you in building your portfolio
  • Paraplanners who process retirement and investment planning and report writing
  • Practice support stuff to assist and handle administrative work, client correspondence, and arrange meetings, allowing you to spend more time face-to-face with clients
  • Development and training to help you achieve your goals

The Person:

  • Level 4 Financial Advice qualification, recognised by the Financial Conduct Authority (FCA)

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

Reference Number: BBBH19661

Keywords: Financial, Finance, Planning, Advisory, Advising, Training, Qualified, Training, Tax, Investment, Adviser

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

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