Phone Based Financial Adviser - All Clients Provided

Posted 2 days ago by Reed Insurance Easy Apply
My client is one of the UK's premier Wealth Management firms, they are looking to expand their team of phone based financial advisers

The position is employed, paying c£28,000 - £35,000, with a £5k salary increase when you have competent adviser status (CAS), which should happen after 6-9 months.

Top performers in the team are on salaries around £40k per annum.
Active clients are provided, with an average portfolio size of £100k. The current limit for the phone-based team is £150k in FUM, but this is likely to double to £300k over the next few months. This will double the amount of clients they have, hence their expansion plans.
There is a bonus scheme which last year worked out at 15% of salary, with the forecasted growth of the team the firm expects this to increase to 20% next year.

This is an ideal opportunity for people to get their foot in the door with one of the leading brands in financial advice, the training provided is first class and there may be opportunities to progress into a face to face HNW Wealth Adviser further down the line if you prove yourself in this role. They will also fully fund you to chartered status and beyond.

If you would like to hear more about this role please do not hesitate to call Ben on 0117 930 4820 or email 

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33794720

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