Financial Advisor (Employed)
£40,000 – £50,000 Basic + £450 per month car allowance + Bonus + Benefits

  • Diploma qualified and CAS status essential
  • Existing client base of around 250 active clients across the Southeast of England
  • Full-time (35 hours per week) or part-time 4 days per week (28 hours per week)
  • Based in Chelmsford or (Bristol) or surrounding and commutable areas
  • Driving licence is a must

The Company:
Established since 1982, they have an experienced team of qualified advisers who deliver a first class and comprehensive wealth management service, built on individually tailored financial planning advice. They also work closely with the award-winning Investment Management team to create investment portfolios for private clients.

Our client can offer this role as either full time, part time or flexible working hours. The role can be carried out remotely from anywhere across the southeast of the UK or working from their offices in Bristol travelling to meet clients as required.

The Job:
This is a remote based face to face (via Teams / Zoom or in person) financial planning consultant role, working for a discretionary management investment firm, providing financial planning advice to clients and working on an employed basis. 

On joining you will service an existing and active client base of around 250 individuals, you will offer advise with a view to gaining new initial fees and also introductions and referrals. 

This is an ideal role for someone who is proactive and good at building solid and trusted client relationships and enjoys that aspect of a role, administration and paraplanning support will be given.

Benefits: Basic salary dependent on experience, Car allowance: £450 p.m. Bonus based on business written along with a quality bonus too.  In addition, the company provides PHI, PMI and death in service benefits (4 times salary) to all employees once they have successfully completed their probation period. All employees also have access to a contributory auto enrolment pension scheme with Standard Life. Holidays are 25 days per year plus bank holidays increasing by 1 day every three years up to a maximum of 30 days.

Southeast of England; Chelmsford, Wisbech, Norfolk, Kings Lynn, Herefordshire, Colchester etc

Tagged as: Accounting/Financial/Insurance


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