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Financial Advisor

  • Salary: £40000 - £50000 per annum + Benefits + OTE £100,000
  • Location: Ross-On-Wye, Herefordshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    12 Mar 2019
  • Job reference: 29268
An exciting opportunity has arisen for a multi-award winning national insurance company that offers financial advice covering pensions, investments, IHT solutions and protection. They are actively looking for a self-motivated and capable Financial Adviser in Ross-on-Wye who can easily build relationships and establish trust with their loyal and existing clients.
The Role
  • Provide advice on pensions, investments, IHT solutions and protection
  • Warm qualified leads and appointments provided from their loyal and trusted insurance relationships
  • Identify and manage sales opportunities through an understanding of life-style planning, market knowledge and structured fact finds
  • Build strong relationships with new and existing clients
  • Ensure all client's are reviewed on a regular basis in line with the client's changing requirements
  • Support package specifically designed to maximise time spent in front of clients
  • Fact find preparation help for all meetings
  • Paraplanning and admin support for all complex cases
The Candidate
  • A client-focused Financial Adviser who wants to provide advice and who has the ability, intellect and confidence to deal with individuals and families
  • Very strong relationship builder who can quickly establish credibility and earn trust and confidence
  • Highly motivated and able individual with demonstrable track record of meeting and exceeding sales targets
  • Experience covering pensions, investments and protection
  • Level 4 Diploma qualified
The Benefits
  • Basic salary up to £50,000, car allowance, bonus and pension. OTE £100k+
  • Uncapped sales incentive scheme paid monthly together with a group bonus scheme
  • Year 1 underpin available based on evidence of earnings
  • 25 days holiday increasing to 27 after 5 years' service and the option to buy and sell up to 5 days per year
  • Lease car up to equivalent monthly allowance of £400
  • Defined contribution pension up to a maximum of 20% total contribution based on 8% being paid by yourself and 12% by the business
  • Subsidised gym membership
  • Study support provided

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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