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Financial Advisor Role at Pertemps - Plymouth
Pertemps is seeking an experienced Financial Advisor to join their client's well-established and successful firm based in Plymouth.
Job Details:
* £36,000 p/a + £10,000 OTE + uncapped BONUS!
* Full time, Monday - Friday
* Company Pension
They're looking for someone with experience in a regulated IFA/restricted adviser environment and a proven track record of conducting FCA regulated business. This role is suitable for a current Financial Advisor seeking a change or a Paraplanner aiming for career advancement.
As the Financial Advisor, you will build strong client relationships and align with company strategies, values, and Investment Committees to support goal achievement. You will work closely with the Managing Director to develop the skills necessary to become a successful Wealth Adviser.
Responsibilities:
* Offering full Independent Financial Advice to clients
* Growing a client bank
* Receiving regular leads/appointments to help achieve a minimum of 10% annual growth in the business and remuneration
* Demonstrating professionalism, enthusiasm, client focus, integrity, and the ability to simplify solutions for clients
Skills Required:
* Level 4 Diploma qualification or higher
* Experience in an FCA regulated environment
* Ability to grow a client bank
If this opportunity interests you and you wish to take your next step, please apply with your CV in Word format today!
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