Financial Advisor

Clark James Ltd

Romford, Greater London - Show Location

Basic c£45,000, OTE c£70 - £90k

Full-Time / Permanent

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Job Information

HNW Financial Advisor-Salaried position-all leads provided 45k + benefits OTE 90k

My client is a leading provider of financial education and employee wealth management services in the workplace, with an unrivalled reputation of delivering real results for its clients.

Corporate relationships presently include a number of FTSE 250 companies. Their network of home-based advisers provides guidance and advice to retail clients primarily in pre, at and in-retirement. Areas of advice include; lump sum investment, pension funding, pension consolidation, share scheme planning, specialist advice to senior executives and all pension income options (annuities, capped and flexible income drawdown).

They also a discretionary portfolio manager; the portfolio management service is open architecture and creates modular portfolios that can be tailored to the different objectives and risk profile of each investor.
What are they looking for?

Motivated, determined, target driven advisors interested in working for a company who are committed to your career and earnings. You will be driven by league tables, recognition and reward.

Diploma qualified, CAS advisor, or held within last 24 months, ideally working within the pension's arena. JO5, AF3 or G60 and/or a working knowledge of Discretionary Fund Management would be an advantage.

Why are they recruiting?

They are successfully growing: they keep gaining new clients who want to use their services!!
You will be kept busy!! You will have over 10 qualified appointments per week with an uncapped earning potential. You will meet clients either in an office, their workplace or at their home. You will be expected to attend some evening appointments; however you are in control of your own diary.

What do they offer?

In return for all these attributes they provide an attractive basic salary, benefits that include 25 days holiday and pension, OTE 90k+ and fill your diary with qualified, pre vetted appointments. Paraplanning and admin support is also provided plus financial help and training to gain further qualifications. Regional managers support and advice, with no micro-management, all within a professional and ethical working environment.

They are currently looking for advisors in the following geographical area: Croydon/South to West London across to Essex .

For a totally confidential discussion about this role please forward me your up to date cv.

Justin Preston

28 days ago



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