Financial Adviser - Telephone-based - Stirling - £42k

  • Recruit UK
  • Stirling, UK
  • 08/05/2018
Full time Financial Adviser / IFA

Job Description

My client is a well established highly reputable financial advice company. They have over 3.5million customers. This is an excellent opportunity to join a leading Financial Planning firm who have a strong presence across the UK. They have a huge amount of leads to service on top of existing client banks, which makes them one of the most attractive propositions in the UK at present.
Following the success of their existing Telephone Advisers they are pleased to be growing the team and have positions available in their offices in Stirling.

In this unique opportunity you’ll deal with clients that already have relationships with them, you’ll conduct financial reviews and have the opportunity to generate new business across our full range of products including Pensions, Investments and Protection.

To be part of this successful team you’ll need to be a strong, confident communicator with experience of working in a fast paced, targeted environment. You’ll need the discipline to manage your own workload, be passionate about holistic financial planning and above all, be focused and driven to achieve the best possible outcomes for your clients.

They will provide you with comprehensive training and development and will reward you with a basic salary and bonus. The Telephone Advice team is supported by a strong network of colleagues who will work with you on your journey to achieving Competent Adviser Status

What’s on offer?

  • Highly competitive Basic salary of £42,000 (can increase to £60,000 within 2 years) + Car Allowance + Uncapped Bonus paid monthly & yearly (OTE £84k) + Home working allow + 5% Flex benefits scheme
  • Extensive benefits package, Pension and Life cover etc.
  • Career progression, move into management or other areas of the business.
  • Truly Holistic offering, no need to turn business away.

A good candidate must:

  • Hold Level 4 Financial Planning Diploma
  • Have experience of working with a variety of clients (Including at retirement)
  • Holistic knowledge of financial services and pension products

This is a brilliant opportunity for a long term career in a highly reputable firm, with strong moral and ethical values.

Please contact Andrew Nicholson at Recruit UK on tel 01179170415 quoting ref 12498 for more information on this role.