Financial Advisor

Overview 

Enjoy providing holistic advice, or did you? Fed up of being micromanaged, or not valued? 

You may be an Adviser now, or a Sales Manager wanting to get back to advice, or someone finishing contracting and wanting to return to advice… although you need Diploma, you don’t need to have CAS…

We are looking for highly self-motivated people, who really care about their clients. Great relationship builders, who are consultative and enjoy providing holistic advice…

Is this you?

You will be part of an award winning company, with the support of head office and the freedom to work from home, going out to see you clients

It’s a great company, who value their employees, respect them and pay them for their expertise… they treat you as a grown-up and gives you support when you ask for it…

This company has common sense, you have a target (which is achievable), when you achieve your target you get paid your bonus. So it’s not discretionary and the goal posts are not moved…

For this company just about treating people well…employees and clients alike

You will need to be 

• Someone who is passionate about putting clients’ needs front and centre of what you do
• Excellent rapport building skills
• Interested in developing meaningful and long lasting client relationships
• Thrives in developing tailored and lasting relationships with your clients and their wider families
• Prides yourself in delivering solutions that your clients can be confident in
• Experienced in providing financial advice and products clients
• Diploma qualified – however you do not need to hold CAS 

They will provide you with 

• Great technical support for complex cases, allowing you to have the autonomy and flexibility to manage your own time
• Comprehensive knowledge and training from the outset
• Support from booking appointment bookings and client acquisitions
• Full office support to work from home