Telephone Independent Financial Adviser - Bath

Posted 5 February by Focus Search and Selection

Telephone Based Financial Adviser - Bath based

Are you currently a Paraplanner, Business Development Manager, Account Manager or Mortgage Adviser looking to become a Financial Advisor?

Are you Diploma level 4 qualified or equivalent?

Would you like the chance to become CAS status under a large financial adviser firm?

This is an excellent opportunity to start your career in a well-established business and progress into a client facing role.

Who we are looking for?

Our client requires a Telephone Based Financial Advisor to join an established firm who offer Corporate and Private Financial Advice to their clients. This is a superb opportunity for the right individual to have a career working at the highest level, with clients provided and a great working environment. Our client is looking for ambitious, entrepreneurial, hard-working individual to join their growing team offering financial advice on a telephone-based service.

Career Progression

You will be mentored by one of the Senior members of the team, where you will gain professional qualifications, whilst working alongside experienced financial advisors and wealth managers. Your role will include business generation from existing clients and inbound enquiries.

In return, the company are offering a basic salary in the region of £35,000 - £42,000 with commission.

Don’t delay, apply today or call us in confidence to find out more.

Due to the overwhelming application response’s we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Required skills

  • Advice
  • Existing Clients
  • Financial Advice
  • Independent Financial Advice

Application question

Do you hold the Diploma in Financial Advice?

Reference: 34399000

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