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Financial Advisor

Job LocationYorkshire and Humberside
EducationNot Mentioned
Salary40,000 - 50,000 per annum, OTE
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

This home based Financial Advisor job in Yorkshire provides the opportunity for you to contact substantial database of clients and re-engage with and move onto ongoing servicing.The database of clients have continued to receive correspondence from the business, therefore they will be receptive to your call and will recognise the business you are calling from. When engaging with them, you will look to undertake holistic financialplanning and transfer them onto ongoing servicing to build long term financial planning solutions.In addition to the database of clients, you will be provided with some of the Directors own clients.You will receive full administration support including, undertaking initial process to move clients onto platform, obtaining illustrations, preparing servicing packs and processing business.Financial Advisor Requirements

  • You should be a current Financial Advisor, holding your Level 4 DipFA / DipPFS qualification
  • You should be comfortable picking up the phone to engage with previous clients and able to quickly build rapport
  • You should be located within Yorkshire
The CompanyThis well established, efficient financial planning and mortgage advisory firm provides advice to clients across Yorkshire. Their philosophy is to build long term relationships, based on a mutual openness and trust.Financial Advisor Requirements
  • Self-employed role with OTE of £40,000 - £50,000+
  • 80% commission on new business and recurring income
  • No fees
  • Fully working from home with occasional visit to their office near Barnsley
LocationYorkshire (working from home)Liability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liabilityis accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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