Experience & Qualifications

1. A strong team player Due to increasing demand for its Financial Services Business, our clients seek more Independent Financial Advisors to add to its growing sales force.

Are you young, motivated, vibrant, and money driven????

Based in branch, you will be responsible for maximizing the sale of financial products. You role primarily will be to qualify financial leads as well as maximize on cross-selling financial Products. Observance of all compliance requirements, administration in accordance with company policy and procedure, provision of high level of customer service in line with Best Advice principles, maintain levels of product knowledge, legislation and selling rules. Once in an advisory role you will be required to supervise trainee independent financial advisors.

Successful candidates will also possess an excellent telephone manner, along with the organizational and interpersonal skills required to work unassisted and to deal with clients at all levels. In return, you will be rewarded with a generous basic salary package along with uncapped OTE, company laptop, full administration and IT support will also be provided.

Package: £21000 basic

£30000 O.T.E

Key Outputs

· Financial sales.

· Observance of all compliance requirements.

· Administration in accordance with company policy and procedure.

· Provision of high level of customer service in line with Best Advice principles.

· Maintain knowledge of products, legislation and selling rules



2. Dynamic and self motivated

3. CeFA Qualified
If you are not CeFA qualified, we can provide a course at a £495 cost to you, in order for your application to become successful."

Contact details

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