Financial Adviser
£30,000 - £35,000 depending on experience
OTE £50,000+
Durham region (Fully Remote)
Leads provided!
Have you passed your Diploma and are looking for the next step in your career?
Struggling to get a foot in the door and feel you are stuck in back-office roles?
This could be the role for you! With an opportunity to join a growing financial planning practice working as a Financial Adviser with appointments booking in for you!!
This exciting role will see a financial adviser join the existing team of advisers in providing excellent financial advice to several clients within a specified region. The incoming adviser will be given clients to service which should ensure a running start.
To be considered for this financial adviser role you will need to have completed your Diploma (Dip4) and currently be working in a FS / Wealth management environment.
Package and Benefits of this Financial Adviser opportunity:
- £30,000 - £35,000 basic salary (increasing up to £40,000+ over time)
- 25 days holiday + bank holidays
- 5% company pension contribution
- Flexible medical package
- Monthly bonus payments on 3X validation of salary.
Main Responsibilities of their Financial Advisers
- Providing 1st class advice to clients on wealth management, covering pensions, investments, tax planning, savings and protection products.
- Meeting clients face to face to further develop the relationship.
- Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service.
- Working the book of businessprovided, but also growing the asset bank by bringing across additional clients and referrals.
If you have the necessary experience as stated above, then please apply today or contact Sam in Heat's Manchester office.
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