We are currently recruiting for a Financial Planning practice who are looking to recruit a telephone based financial adviser.
The ideal candidate will be Level 4 Diploma Quailfied who is willing to conduct client reviews over the telephone.
This would suit a level four qualified paraplanner with client advice experience.
They will need to have been certified to give advice, or held a CF30 position previously.
Some of your duties will include:
·Identify and contact potential clients in accordance with the firm’s business plan and supervisor’s guidance.
·Ensure that relevant disclosure processes are followed in a positive, clear and timely fashion.
·Ensure sufficient client information (KYC) is obtained and that the analysis of this information informs suitable recommendations.
·Undertake detailed, relevant product and market research in order to identify the most suitable client solution where appropriate.
·Making sure all client files are compliant on an ongoing basis
The successful candidate will need to have recent, relevant experience of providing financial advice to clients, be IT literate, have a positive disposition and be a natural relationship builder.
Telephone Based Financial Adviser - Home Based • Redhill, GB
Sterling & Law Gloucester is seeking a motivated self-employed independent financial adviser in Harrow to offer personalized financial services, including wealth management, pension advice, and est... Show more
St Albans is looking for a Financial Adviser to work closely with experienced advisers in a collaborative office environment.You'll inherit existing clients while also developing your own client ba... Show more
Self-Employed | Full-Time Office Based | Hammersmith, London.Already writing protection business but want a bigger platform, stronger lead flow, and more earning potential?.Capricorn is looking for... Show more
A leading law firm in the United Kingdom is seeking experienced legal professionals to work on a consultancy basis.The role offers the flexibility to choose clients, fees, and hours, with earnings ... Show more
Independent Financial Adviser - Hertfordshire & North London.At AFH, as we grow, we're looking for experienced financial advisers to join us.Be part of a progressive and client-focused, financial p... Show more
Are you a confident communicator with a passion for building relationships over the phone and have a Bridging background?.Do you want to be part of a growing business where your knowledge of bridgi... Show more
Self Employed Mortgage Adviser.Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.Location: Hammersmith or Mayfair, London | ... Show more
A financial services company is seeking a Telephone Business Development Manager to build and manage relationships with intermediaries in the Residential and Buy-To-Let finance sector.You will prom... Show more
Self-Employed | Full-Time Office Based | Hammersmith, London.Looking to break into financial services properly?.Capricorn is looking for ambitious, sales-driven individuals who want to build a long... Show more
London / Hemel Hempstead, Hertfordshire.We support hybrid working, typically we expect our people to be either in the office, or with clients 60% of their working week.Following Amberside Advisors’... Show more
A growing Financial Planning business is in search of a Financial Adviser to join their thriving business.Join a business with integrity where clients remain at the heart of the mission rather than... Show more
Our client is one of the largest Chartered IFA firms in the country and are currently looking for an experienced IFA to join their Gatwick office.The opportunity comes with full client portfolio wi... Show more
A financial services firm in Stanmore seeks a Mortgage Adviser to handle high-value cases with warm leads.The role emphasizes advising clients on complex residential mortgages, ensuring compliance ... Show more
We are recruiting a Commercial Loan Adviser for a successful firm of specialist brokers who pride themselves on commitment to customers, ability to help clients an unprecedented level of industry k... Show more
FreemanFP is a trusted financial services company dedicated to helping individuals achieve a secure financial future.We provide independent whole-of-market mortgage and protection advice tailored t... Show more
Are you a Mortgage Advisor looking for a new challenge that will provide leads and the ability to work on a hybrid basis?.If so, this could be the role for you! We are excited to be partnering with... Show more
Now accepting applicants for Focus Group studies.Earn up to £700 per week part-time working from home.Must register to see if you qualify.No call centre representative agent experience needed.Call ... Show more
Independent Financial Adviser (IFA).A long-established and well-respected IFA practice based in Radlett, Hertfordshire is looking to appoint an.This role is ideal for an adviser who enjoys.Establis... Show more
Awareness of new Civils sales opportunities.Selling building materials profitably to trade and retail customers.Ensuring the highest standard of service to customers.Building and maintaining tradin... Show more
Company car | Full-time | Door-to-door sales.And knocking on doors in all weathers? Tougher still.But this role is more than just sales its about creating genuine human connections and introducing... Show more
%20Ltd.){kind=logo}
