Employed Financial Adviser - Middlesbrough

Posted 15 March by Integrity Resource Solutions

My client are a highly successful mutual, with a track record of putting their customers’ needs first that goes back more than 160 years. Holding an unparalleled industry reputation as both an employer and a trusted advisory company, they recognise just how important it is to provide the best working environment for their advisers.

Due to continued growth, they are now seeking experienced Financial Advisers on a full time, employed basis for their Middlesbrough branch. As a Financial Adviser, you’ll develop relationships with customers, ensuring they receive the highest levels of service and provide them with solutions in the fields of investments, inheritance tax and retirement planning.

The ideal candidate:

  • A natural communicator with a passion for delivering excellent customer service
  • The ability to maintain strict quality and compliance standards
  • Flexible and adaptable to change and new technology
  • You must be level 4 Diploma qualified and hold a current Statement of Professional Standing Certificate. You must also have previously held Competent Adviser Status within the last 36 months and been working in an advising capacity, achieving business objectives. Inheritance Tax experience is not essential as training and development will be provided.

Offering a basic salary of £44k & OTE £75k, alongside fantastic working hours, a great benefits package and a structured training and development programme tailored to your needs.

If you are looking for an exciting career with a company that offers professional development and truly values it’s colleagues, then this could be the career for you. To apply, please click the Reed link.

Application questions

Are you DipFA Level 4 qualified?
Do you hold a current SPS?
Have you held CAS within the last 36 months?
Are you able to manage your own diary effectively?
Do you have excellent written and numerical skills and an exceptional communication style?

Reference: 34691591

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