Coburg Banks | Multi-sector UK recruitment agency

Coburg Banks - Recruitment Agency

Financial Adviser

Salary:
£44000 - £44500 per annum 
Job Type:
Permanent 
Location:
Dorset 
Sector:
Financial Services 
Job Ref:
WSA03 

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Financial Adviser
Based in Dorset and North Devon
Starting at £44.5k base (£73k OTE in first year) +car/bens

One of the UK’s leading financial services companies is currently looking to recruit experienced Financial Advisers across Dorset and North Devon. The role will suit flexible and ambitious Advisers with proven successful track records, looking for an opportunity to develop their skills and expertise within an award winning and forward thinking firm.

The Role
You would provide advice to both new and existing customers across select professional groups, notably GPs, hospital doctors, dentists, teachers, and lawyers, promoting the company’s full range of services and products and working to consistently achieve and exceed sales and profit targets. You will generate your own opportunities as well as work on qualified leads, carrying out full financial appraisals, identifying shortfalls and recommending options, delivering agreed service levels and working within professional and ethical guidelines at all times.

The role will suit flexible individuals across Dorset and North Devon in particular, with full driving licences and able to commit to working regular evenings according to client availability. You will work from home although will be required to visit Head Office on occasion.

The Candidate
o Level 4 or Diploma in Financial Services
o Working towards Chartered status
o A demonstrable track record of success in previous Financial Adviser roles
o Full UK driving licence with no more than 6 points
o Specialist knowledge of one of the following groups; doctors, dentists, lawyers, teachers (not essential)

The Company
An award winning and highly regarded financial services mutual, established in 1841, providing tailored financial advice and products to professional groups including doctors, dentists, teachers and lawyers. You would be joining a successful business, somewhere that truly values and develops its people, at an exciting point in its history.

The job may be suitable for candidates who have experience as the following: Financial Advisor, Financial Adviser, IFA, Financial Consultant.

This job would be suitable for candidates based in the following locations: Dorset, Bournemouth, Poole, Weymouth, Dorchester, Blandford Forum, Yeovil, Taunton, Bridgwater, Tiverton, Barnstaple, Ilfracombe, Bideford, Minehead.

Coburg Banks - Recruitment Agency

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