Financial Advisor

Posted 2 November by Reward Recruitment
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Financial Advisor


Upto £50,000 basic with uncapped OTE

About our client:

Using a careful blend of qualified professionals and technology, they cost effectively deliver convenient, independent financial advice to customers over the telephone and online. Their typical clients have never engaged a financial advisor and in many cases are overlooked by traditional advice firms, whose focus is often HNW clients. Their approach is to provide great advice and add real value, building long term relationships as they guide their clients through their financial lifetime.

Their service has struck a chord with the public - they have more than 200 enquiries coming into the business every single day - and they now seek the best advice and paraplanning talent to help them accelerate towards their target of £1bn funds under management by 2020.

If you clearly see how you can improve people’s lives by giving them convenient, great value advice, they would like you to join their team and be part of the success story.

The Role and Requirements:

If you’re an experienced level 4 qualified Financial Adviser looking to take the next step in your career, then they may be able to help.

Our client provides independent financial advice with an emphasis on convenience and simplicity.

Their telephone-based service allows them to provide a tailored and professional, but distinctly convenient alternative to conventional face to face advice. This allows them to focus their energy and resources on ensuring they are providing their clients with world class advice.

As their team continues to expand they’re looking for experienced Financial Advisers to provide pensions, investment and protection advice to new prospective clients.

This fully employed office-based role offers a fantastic opportunity to get in at an exciting stage in the development of this expanding business.

They are looking for proactive, motivated self -starters, with the ability to make an impact, build strong relationships and deliver advice over the phone, rather than face to face.

You will need to have an active Statement of Professional Standing and ideally hold or have held CAS status within the last 2 years.


In return you can expect an industry leading employment package and strong support for your ongoing professional development and career ambitions:

£50,000 basic salary

  • Generous bonus structure (target £85,000 OTE)
  • Up to 10% Company Pension Contributions
  • 25 days annual leave, plus bank holidays
  • Death in Service Benefits
  • Childcare Vouchers
  • Private Health Insurance


Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him for a discreet and confidential chat in relation to your career requirements.

Required skills

  • Financial Planning
  • Financial Services
  • Investments
  • Pensions
  • Wealth Management

Reference: 35855964

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