Financial Adviser

☞ Tenet Group

View: 101

Update day: 11-06-2024

Location: Stonehouse South West

Category: Finance / Bank / Stock Sales

Industry: Banking

Position: Associate

Job type: Full-time

Salary: £50,000/yr - £110,000/yr

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Job content

Are you a Financial Adviser looking for your next self-employed opportunity?

Would you like to join a team of passionate, caring and supportive financial advisers with over 20 years’ experience in helping customers? We’re mortgage specialists and are well respected with long standing introducers. All our customers are encouraged to have a protection review when they buy a house or rem-mortgage with our Protection Team. This works really well and we’d like to expand our service to include a pension and investment review. For the right candidate this is a great opportunity.

In Return The Right Candidate Can Expect To

We’re looking for an experienced Financial Adviser who is enthusiastic and able to demonstrate the initiative and ability to develop and maintain an existing and growing client base.
  • Receive leads from an internal mortgage and protection team
  • Have access to quality administration, IT and compliance support
  • Be supported by Tenet Group, winner of Best Network at the 2021 Professional Adviser Awards
  • Receive a competitive payment structure, up to 50% on provided leads, up to 75% on self-sourced leads
  • Work from the office, from home or both
We’d Like The Ideal Candidate To Have
  • Level 4 Diploma (DipFA) or equivalent (minimum)
  • Competent Adviser Status (CAS) held within the last 12 months, is essential
  • Knowledge and experience of having provided investment, protection and pension solutions and fully aware of the associated regulatory requirements of these areas
  • Previous successful sales related track record
  • Significant experience as a Financial Adviser within the financial services industry
  • A valid driving license and be prepared to work flexibly in terms of locations in order to meet customer needs.
You’ll be able to evidence a proven track record of working in a similar role, ideally giving whole of market advice and working with clients from different circumstances and backgrounds. There is no requirement to have your own existing client bank.

You’ll also be skilled at building long term relationships based on mutual trust, respect and the delivery of a high quality, professional service.

Professional development is important to the business and you can expect professional mentoring and CPD support.

We have an Independent Financial Adviser who looks after his long term existing clients, so whilst this is a new role we have everything in place to get the right person up and running.

If you’d like to know more about this opportunity please apply through our website or contact us for an informal conversation.
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Deadline: 26-07-2024

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