Financial Adviser

☞ RESOURCE MATTERS LIMITED

View: 103

Update day: 01-06-2024

Location: Wokingham South East

Category: Finance / Bank / Stock Sales

Industry: Staffing Recruiting

Position: Associate

Job type: Full-time

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Job content

Financial Advisor - £56k Basic + Package + monthly bonuses, Office & home based, £103k OTE

Our client has a track record of putting customers needs first that goes back more than a 100 years.

They recognise just how important it is to help their customers make long-term financial plans.

Our client provides industry leading training and offers a reward structure that recognises their values and contribution including a bonus scheme related to quality of advice and documentation as well as commercial performance.

Due to a retiring advisor they are looking for an experienced Financial Advisor to provide full holistic financial planning to their clients.

The Financial Advisor role is both office and home based.

You will be very well supported by taking over a portfolio of top clients and benefit from excellent on-going lead generation.

Ideal Candidate For The Financial Advisor Role
  • Level 4 Diploma qualified and ideally hold a current Statement of Professional Standing Certificate
  • A natural communicator with a passion for delivering excellent customer service
  • The ability to maintain strict quality and compliance standards
  • Flexible and adaptable to change and new technology
The Rewards
  • Excellent basic salary, package and on target earnings of £103k+
  • On-going professional development
  • A very wide range of benefits to support colleagues, including their employee assistance programme.
If you are interested to find out more please submit your CV in confidence quoting Ref number: RH65782
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Deadline: 16-07-2024

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