The position is phone based, advising existing clients of the organisation.
The clients have an average portfolio size of £150k.
The role is employed paying between £28,000 - £40,000 depending on experience and qualifications.
There is a bonus scheme in place which last year worked out at 15% of the basic salary, however this is expected to increase to 20% in 2018.
The opportunities for progression in this firm are huge, if you prove yourself in this position there will be genuine scope to move into a face to face advice role, interacting with more HNW clients.
This position is an ideal route into advice, ideally you will already be level 4 Diploma qualified and have client facing experience, even if not in regulated advice.
However, this is not a pre-requisite for the position if you are a paper away and have the right attributes you will also be considered.
The firm consider technical Paraplanners or BDMs looking to transition into an Adviser position as ideal candidates.
Alternatively, this could also be a great opportunity for experienced Advisers, who are looking for a better work/life balance whilst retaining a good basic salary.
Reed Specialist Recruitment Limited is an employment agency and employment business
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