Financial Adviser, Home/Field based, client portfolio

Posted 24 April by Astral Recruitment

Our client is a successful National established Financial advisory business with one of the best names in the industry

They are looking for level 4 diploma qualified individuals to join their National Sales force

This role is fully regulated and has full permission to write business on the entire advice proposition, however the majority of the business comes from conducting reviews with existing clients. The clients are have establ;ished relationships and the role is often portfolio management and annual review work togethjer with new buysiness

They want enthusiastic candidates who have gained Level 4 Diploma and experienced in regulated Advice

Base circa £42000 plus car bonus and benefits ote £65000

For more details please contact Jason Webber at Astral

Required skills

  • CAS
  • Financial Planning
  • Financial Services
  • ifa
  • SPS

Application questions

Do you have Level 4 Dip?
Do you have a financial services sales background?
Do you have a strong track record?

Reference: 36821549

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