Financial Advisor

Posted 6 July by Tenet Group Limited Featured

Our client is part of a leading financial services group offering expert advice on clients’ individual needs, including access to a range of investment, protection and pension products as necessary to meet their requirements. They are looking for an employed adviser to service an established client bank, with a background offering fully independent advice and the capability of generating new business opportunities. The client base is within the Leeds/Harrogate area and you will therefore live within commuting distance.

This is a full-time, employed role, providing holistic independent financial advice solutions that meet customer’s protection, investment and retirement planning needs, including both existing and new clients.

The ideal candidate will have a varied finance background with the ability to offer advise on a range of products, with specific knowledge of investments/pensions and pension transfers.

The ideal candidate must have:

  • Qualified to Level 4 Diploma or equivalent (minimum) ideally with AF3/G60 or equivalent
  • Current competent adviser status is essential
  • Knowledge and experience of having provided investment, protection and pension solutions and fully aware of the associated regulatory requirements of these areas
  • Previous successful sales related track record
  • Experience as an Independent Financial Adviser within the financial services industry, the client may consider advisers with a tied background
  • Strong interpersonal skills with excellent communication and the ability to build strong, lasting relationships with clients and colleagues
  • You will have a valid driving license and be prepared to work flexibly in terms of locations in order to meet customer needs.
  • Able to work without close supervision.

This is an employed role, offering the following benefits:

  • Salary £35,000 to £45,000 depending on experience
  • Realistic OTE of £70,000
  • Car allowance £550 per month
  • Benefits - uncapped bonus scheme, 25 days holiday plus stat bank holidays, Pension (1% employee / 4% employer initially, rising to 7.5% with length of service) PHI, Life Cover and Flexible Benefits
  • Back-office support including technical research, administration, marketing, PI cover etc.
  • Qualified leads and existing client bank
  • Promote continuing professional development
  • Home based, although the client can offer hot desking from the Leeds Head Office.

The business is experiencing significant growth, including approximately 5 further acquisitions over the course of the next year. They can offer fantastic scope for development.

Application questions

Are you Diploma qualified (QCF Level 4)?
Do you have CAS?

Reference: 34547676

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