Financial Adviser – Cheltenham

recruitukltd Salary: £42000 plus car and bonus

We are currently working in partnership with National Financial planning company who have a huge of leads to service as well as existing client to give advice to.

They are recruiting home based advisers in your area.

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.
  • Home based set up, no more micro management or stuffy office environment. You will visit clients in their own homes and receive full support from Paraplanners, Administration, Area management, Lead generation, Business Developers and Training and Development team.
  • Become chartered via full training and support, all costs covered by Prudential.
  • Career progression, move into management or other areas of the business.
  • 40% Lead generation via in house telephone based team, (1 in 2 appointments convert) 40% of your business comes from and existing client base of c400 clients, the remaining 20% you need to self-generate through referrals or introducer relationships.
  • Truly Holistic offering, no need to turn business away.


So how does the bonus work?

  • 1x salary validation and achievement of 80% file check quality
  • Recurring income carries over each year and goes towards validation.
  • Bonus is paid monthly (capped at £7000) the rest is paid as a lump sum once a year.

If you would like more information on this position, please contact John Anderson at Recruit UK on 01179 450450, and quote reference 11742

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