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Telephone Based Independent Financial Adviser

  • Salary: £35000 - £40000 per annum + benefits
  • Location: Wolverhampton, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    17 Apr 2018
  • Job reference: 30176

Are you a Financial Adviser that is tired of long hours, tired of meeting clients all over the country and lumbered with ever increasing sales targets? Would you be open to a telephone based role dealing with existing clients, no sales targets, flexible hours and a £40,000 basic salary with benefits? If so, apply and we can discuss...........

Client Overview - Financial Adviser (Telephone Based)
My client is a successful regional practice, specialising in financial advice and employee benefits. Providing full holistic advice across the UK market, my client partners with various sized clients including high net worth individuals.

Position - Financial Adviser (Telephone Based)
The Financial Adviser will be telephone based in the Wolverhampton. Building and maintaining relationships with an existing client bank, the Financial Adviser will work with the firms high net worth clients. Managing the full process from fact finding, drawing up reports and providing solutions to clients of all sizes including high net worth individuals. This will be across pensions, protection, investments, ISA's, bonds etc.

An essential part of the role will be to also work with other Financial Adviser's within the business, you will provide quality paraplanning support to the group as well as provide reports.

Relevant Skills and Knowledge - Financial Adviser (Telephone Based)

  • The requisite technical knowledge and qualification (e.g. relevant RQF Level 4 qualification as a minimum)
  • Possession of a current Statement of Professional Standing (SPS) issued by an FCA accredited body
  • Detailed knowledge and understanding of compliance procedures including record keeping requirements
  • Knowledge of various systems and processes
  • Provision of advice to clients in a compliant manner
  • CF30 Status

What's in it for you? You will be rewarded with a basic salary of £40,000 plus benefits. Please respond with the latest copy of your CV.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.

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