Job Details

Employed Financial Advisor

Sector:Financial Services

Region : Yorkshire & Humberside

Location: LS1

Salary:

Job Ref.: PG:LDSEFA

Job Information

Due to significant company growth my client is now looking to employ a Financial Advisor to work on an employed basis at their company in Leeds.

The Role:

• You will be dealing with clients both over the telephone and face to face on FCA compliant financial advice
• You will be provided a modest portfolio of HNW clients as well a regular stream of incoming leads
• You will be tasked with growing this portfolio of clients whilst continuing to service them
• Paraplanning support will be provided however you will be expected to provide details client fact finds
• You will also be required to use provider platforms in order to research products and provide sound recommendations


Key Requirements:

• You will be able to demonstrate a successful track record within investment advice and retirement planning.
• Strong understanding of investments, pensions, protection and personal tax would be an advantage
• Previous experience of working within a non-tied IFA
• Delivery of financial solutions to consumers


The role offers a leading industry salary with a revenue linked bonus and full company benefits. The basic salary starts at £28,000 however OTE in year 1 would be £60,000.

If you would like to apply for this vacancy please reply to the website and a consultant at Cameron Jones will be in touch.