Employed Independent Financial Adviser Ref. JF31GT

Summary

Permanent role for a small business Independent Financial Advisers in the Financial Services industry, based in Warrington, Cheshire, starting between 27 January 2016 and 27 August 2016.

Starting Salary £32- £35,000 depending on experience and candidate, plus £5000 Car Allowance and Uncapped Quarterly Bonus, Private Medical Insurance, Death in Service and Non-Contributory Pension.

The role is to provide holistic financial planning to new and existing client's. New clients are generated specifically for the adviser via an ongoing seminar program.

The successful candidate will benefit from client administration support with full research, paraplanning, business submission and processing. Our systems have been built over the last ten years helping advisers within the group work more efficiently while keeping their administration to a minimum essentially providing them with time that can be spent where it counts most – with clients.

Although this is a fully employed role it will carry with it a significant level of autonomy so we are looking for an individual or individuals that are business minded and essentially think of this as their individual business within ours, by providing the best for clients whilst being rewarded through our generous bonus structure.

The candidate will need to have CAS and SPS, be at least level 4 diploma qualified and have a desire to gain further qualifications through to Chartered status.

Summary

• Fully employed role - basic dependent on individual
• Uncapped Quarterly Bonus
• Company Car Allowance
• Full training support to Chartered Status and beyond
• Full administration support, research, paraplanning, business submission and processing
• All Clients provided
• Non-Contributory Pension
• Private Medical Insurance
• Death in Service
• 1st year OTE £95K+

Annual Salary up to £40,000

  • Bonus
  • Company pension plan
  • Health insurance
  • Life insurance

Required Skills

Level 4 Diploma (Good , any level of experience)

Required Experience

Financial Services industry, at least 2 years of experience.