Financial Adviser

Posted 10 July by Edward Bond Ending soon

EB Associates Group is a Directly Authorised FCA regulated Wealth Management company.

We are in the process of expanding our operation into your local area, creating space for financial advisers who are looking for a company to provide them with guaranteed clients every week who are qualified, researched and prepared ready to be advised. We take the arduous administrative and compliance work out of the equation to leave you able to maximise your time and income. The most important quality we are looking for in our candidates is the ability to relate and listen to their clients.

If that sounds like you, we would like to hear from you.

On offer is full Para planning support. Every client you speak to will have full fact find completed. A minimum of 10+ new clients per week. All business will be followed up through the back office team to ensure you achieve your goals.

Candidates must be presentable and professional with excellent verbal communication skills. To be considered, applicants must have passed DipFA as a minimum and be fully committed to on-going training, which is provided by the company.

Making your job easier and more productive is our main goal.

Please forward an up to date CV to apply.

Core Criteria

  • Pension Adviser (desirable)
  • Level 4 Diploma Qualified
  • Excellent relationship building skills.
  • Pension Transfer

Required skills

  • Experience of Pension Transfers
  • Financial Advice
  • Wealth Management

Required licences or certifications:

  • DipFA
  • Driving License

Advisor Adviser Pension DipFA DipFS G60 FP

Required skills

  • Financial Planning
  • Pensions
  • Sales
  • Building Relationships
  • dipfa

Application questions

Have you passed DipFA?
Do you have a driving licence and car?

Reference: 34767630

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