Financial Advisor - Croydon, United Kingdom - Placing Faces

Placing Faces
Placing Faces
Verified Company
Croydon, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

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.

Pay:
£35,000.00-£42,000.00 per year


Benefits:


  • Work from home

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus scheme

Work Location:
Hybrid remote in Croydon
More jobs from Placing Faces
See all jobs of Placing Faces