Role: Financial Advisor

Salary: 35-42K + bonus structure

Location: Croydon, but role will be hybrid/remote after training. MUST LIVE NEAR OR BE WILLING TO TRAVEL TO CROYDON.

My client, an established IFA, are currently looking for a Financial Advisor who is new into their career. This role is a client servicing position, you won’t have new business targets, but there will be a lot of progression on offer, as well as financial support for any new qualification you wish to take.

Financial Advisor Role Responsibilities:

– Calling existing clients who are due annual reviews to update policies and funds

– Keeping their CRM system up to date

– Providing new advice where necessary and ensuring you are compliant to regulations at all times

– You must always be aiming to work your way up the ladder, so hard work and dedication will see progression

Experience Required to become a Financial Advisor here:

– Must have experience advising in either a Financial Planner or Mortgage Advisor role.

– Must have or be working towards Financial Diploma.

If you are wanting to become a Financial Advisor then this really is a great opportunity to take this route. Please apply and we will be in touch if your experience is suitable.

We get a lot of applicants on our job roles so do not have the time to contact all unsuccessful candidates. Please trust that we will go through your CV thoroughly and will most certainly be in touch, within a couple of days, if your CV is suitable for this role. We get an in-depth person specification from all of our clients, if you do not get contact from us then it is simply because you do not fit the spec – keep applying to our jobs though, your new role is only around the corner.

Job Category: Financial Advisor
Job Type: Full Time
Job Location: Croydon

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