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Financial Adviser

CFP JOBS
Posted 18 days ago, valid for 24 days
Location

Bournemouth, Dorset BH89BJ, England

Salary

£73,000 per annum

Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A new opportunity for an experienced home-based Financial Advisor is available in Bournemouth and surrounding areas, starting at £50,000, depending on skills and experience.
  • The role involves providing financial advice to new and existing customers while adhering to statutory, regulatory, and compliance requirements.
  • Candidates should have a solid commercial background, a proven track record in delivering financial advice, and must be Level 4 Diploma qualified, working towards Chartered status.
  • The position offers a competitive salary with realistic on-target earnings of around £73,000 in the first year, along with bonuses, a company car or allowance, and a generous pension scheme.
  • Applicants should have considerable interpersonal skills and experience in managing and building business, as well as the ability to assist busy professionals with complex financial planning needs.

Financial Adviser - Bournemouth & surrounding areas!

Starting at £50k dependent on skills & experience + Car/allowance + Bonus (OTE £73K)A new opportunity for an experienced home-based Financial Advisor specialising in particular market.

As a Financial Advisor you will provide financial advice to both new and existing customers, according to statutory, regulatory and compliance requirements. You will actively promote the full range of products supplied in a professional manner.

About You

You will already have a solid commercial background and a proven track record of delivering sound financial advice. You will be self-motivated and able to manage and build business and possess considerable interpersonal skills in order to be effective in helping busy professionals with often complicated financial planning needs.

It is key that you are Level 4 Diploma qualified and working towards Chartered status.

Comprehensive knowledge and training from the outset.

Package on Offer

  • A competitive basic salary of circa £50,000 depending experience, with significant salary progression opportunities
  • Participation in quarterly and annual bonus schemes
  • Realistic on-target earnings of circa £73,000 in your first year
  • 25 days holiday (plus Bank Holidays)
  • Company car or car allowance
  • Generous company pension scheme with up to 10% employer matched contributions
  • Flexible benefits scheme
  • Plus all the support and training that you will need to develop your skills as a financial advisor.

But this is just the start - Financial Advisers can have appointment booking assistance meaning that you can focus much more of your time on delivering advice, plus all the benefits you would expect from working within a large mutual organisation including help with complex cases, technical guidance and a framework that promotes business growth.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.