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Date Added: Sat 11/03/2023

Financial Adviser (Clients Provided)

North East, NE18, UK
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Job Type: Permanent, FullTime

Salary: £30000 - £80000/annum

Location: North East England

Salary: £30,000 (guaranteed income) OTE £80,000

Candidate Requirements:

· Must be an experienced Financial Adviser
· Hold CAS/Statement of Professional Standing
· Have solid knowledge of pensions, investments and life products
· Ability to retain and impart technical product information to others
· Superb communication skills with a client-centric approach
· Ambitious and keen to achieve Chartered status
· Hold a UK full driving licence and have access to own transport


Are you a recently qualified Financial Adviser with CAS, who would benefit by being mentored by a superb and highly successful Adviser? Additionally, be provided with a substantial existing client bank, to guarantee a generous income?

Financial Advisers know that whilst you are establishing your career, the early days can be challenging. To be provided with an existing client bank AND be mentored, is highly desirable.

This is a superb opportunity to be part of a successful business, working with talented individuals where you'll receive outstanding support. Your career path is clearly defined and you'll be encouraged to attain Chartered status, ensuring you future success and in turn, enjoying the financial rewards, in an exceptionally client-centric environment.

As part of our client's exit strategy, he'll work alongside you and mentor you, enhancing your knowledge and ensuring your future success. With offices in the Durham area, you will also benefit from paraplanning and administrative support. You'll received a guaranteed income until you're ready to move into a self-employed role. It is envisaged that your initial earning level will be circa £80,000.

Following an initial transition period, where you'll become familiar with systems, processes and products, you'll work within a team who will provide all back-office support., to learn and understand the business. Time will be spent conducting dual client visits, conducting fact-finds, completing paraplanning tasks and building relationships, prior to a number of clients (circa 100) being allocated to you.


Essential - CII Level 4 Diploma in Regulated Financial Planning

Desirable - Chartered or working towards

Know someone who the above job would be a perfect fit for?

REFER THEM ...and receive £250 when they start in their new role
Apply Now