are representing a fast growing and leading wealth advice and investment management business. They are running a successful telephone based adviser proposition from their Bracknell and Nottingham offices and are seeking level 4 qualified or part qualified financial services professionals to join their team.
What is on offer?
- Basic salary between £25-40k with the opportunity for a 5k uplift after achieving Competent Adviser Status
- 10% bonus on hitting targets
- The chance to be trained to becoming a high end financial planner
- 100% clients to work with
- 25 days’ holiday, plus a day off for your birthday
- 5% of basic salary as flexible benefits
This role will see you quickly attain CAS, and move through the 24-month in-house training program that will see you become a face to face wealth manager (if you choose this) as long as you have the hunger and desire to be an adviser you will be supported with training, clear career progression and increase in salary. This role would suit a junior adviser who is looking for a new challenge or an ex financial adviser who is now advising in protection and wants to move back to CF30 level
Level 4 diploma is desirable but will look at part qualified individuals. Having a knowledge of Investments, protection and retirement is essential. You will have a pleasant and articulate telephone manner with the ability to communicate effectively at all levels, with excellent organization skills, ability to use technical systems confidently and a ‘Can do’ attitude.
To discuss this role in confidence, please contact William Roberts Recruit UK on 01179 170 413 and quote reference 2817.
This position is now filled. If you are looking for a position like this,
then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.