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Telephone based Financial Planner

Posted 5 February by Reward Recruitment Easy Apply Ended

Telephone Based Financial Planner


In the region of £40,000 basic with uncapped OTE

Our clientis looking to recuit an experienced and CAS IFA to join their expanding practice, with a surplus of enquiries and leads being offered.


  • Providing advice for clients while ensuring the best possible client journey and customer outcome.
  • Supporting the wider team where needed.
  • Establishing contact with potential clients to provide an outstanding customer service experience through our advice process, in line with the individual’s objectives and circumstances.
  • Analysing a client’s circumstances and financial objectives to establish suitable solutions for their differing needs.
  • Providing clients with comprehensive verbal and documented recommendations, in line with best practice.
  • Proactive and timely contact with clients.
  • Meeting business revenue expectations and promoting the company as the UK’s premier Wealth Management service.
  • Ensuring records are kept appropriately and in line with our record keeping and file quality requirements.
  • Developing appropriate relationships with providers and our wide referral network is a must.
  • Ensuring that competence to provide advice is maintained and a programme of CPD is undertaken and documented.
  • Other ad-hoc duties as and when required by the business.


  • Holding QCF/Lvl4 diploma qualifications in financial advice (such as the CII Diploma or equivalent), up to date 'relevant’ CPD and recent examinations to ensure knowledge has been kept up to date.
  • Hold a Statement of Professional Standing (SPS) by an FCA accredited body (such as the CII).
  • The ability to work on own initiative whilst fitting in to a vibrant and enthusiastic team environment.


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: 34399484

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