Job Details

Employed Financial Advisor

Sector:Financial Services

Region : East of England

Location: Chelmsford

Salary: Basic salary around £50,000 plus benefits

Job Ref.: CL1511FAF

Job Information

We are recruiting for a qualified and professional Financial Advisor for one of the fastest growing Chartered financial services organisations in the UK. You should be level 4 as a minimum and working towards chartered would be an advantage. Hold CF30, CAS / SPS and have a number of years` experience of working with HNW and Professional Clients.

Our clients specialise in Holistic Planning Pension and Investment advice with access to a wide range of products and services. Established over 10 years ago, they have fast become the leading names in financial advice.

Our clients offer full support, full back office support and Compliance.

It is an employed role with c110 clients and AUM to be confirmed. Pensions and investments with a bit of life cover and all private clients (not corporate clients or group pensions etc). All set up with customer agreed remuneration so all the hard work is mostly done.

Our client is open minded on the candidate and the salary will reflect that; has to be Diploma Qualified working towards Chartered.

1. Broker
2. Could be a Life Co, Platform/Wrap or Investment BDM looking for first advice role
3. One man band IFA looking for a job
4. Newish advisor looking for a step up the client work chart and pay grade
5. Bancassurance advisors
6. Existing IFA looking for a role change

Salary range would be £40,000 - £50,000 basic depending on experience. (Chelmsford) with most clients coming into the office, no evenings or weekends. They would have a dedicated PA / Admin / paraplanner who has worked with these clients for 13 years. Great opportunity for someone to build a business, work with great clients and naturally earnings would follow upwards.