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Independent Financial Adviser

GCB Agency Recruitment
Job LocationPencoed
EducationNot Mentioned
Salary80,000 per annum, inc benefits, OTE
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time Work from home

Job Description

My clients are an exciting, independent firm with an excellent reputation within the area, they are a successful firm based in South Wales and they are now looking for an experienced Independent financial adviser on an employed or self-employed basis.Established in 2005, the team have been providing high quality financial planning advice to a wide range of clientele, many of whom they have advised for over 25 years; including business owners, professionals, retirees, and families.They provide fully independent advice across a wide range of services including investments, retirement planning and estate planning. They are committed to putting clients at the heart of everything they do and to developing long-term relationships withtheir clients.Responsibilities of the Independent Financial Adviser are:

  • Generating business and offering an excellent, bespoke service to those clients with a holistic approach.
  • Effectively selling the companys services across a wide spectrum of financial products.
  • Maintaining positive and profitable long-term relationships with clients in their best interests.
Requirements for this Independent Financial Adviser role:
  • Diploma Qualified equivalent in Financial Advice.
  • Full UK Driving License.
  • Leads provided (Client bank preferable for self-employed role)
  • Ethical and customer-focused approach.
Hours for the successful Independent Financial Adviser will be:
  • This will be dependent on it being self-employed or employed. For the employed role you will have some flexibility of working in the office and from home.
Salary Package for the successful Independent Financial Adviser:
  • £35,000 - £45,000 Basic for employed
  • OTE - £60,000 - £80,000
  • Excellent commission splits and bonuses (Guarantee available for self-employed)
  • Research package & Investment proposition
  • Sales Support Administration
  • Training and Development
  • Technical Support
  • Increased pension
  • Paraplanning Team
Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.

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