Location: Exeter & South West | Ref: N2E051
Overview: We have an exciting opportunity to join a vibrant and progressive independent financial planning company based in the South West, covering the Exeter, Plymouth and Taunton area.
Job Type: Self-employed, full-time
Salary: Competitive OTE
Tag: Financial Advisers
We have an exciting opportunity to join a vibrant and progressive independent financial planning company based in the South West, covering the Exeter, Plymouth and Taunton area.
We’re looking for Financial Advisers who can work on a self-employed basis and make the most of the potential on offer whilst maintaining a client-centric, ethical approach to financial advice. Our client has a bold vision of building a strong business, focussing on lifestyle, planning and investments, which has a real human feel and culture, both to clients and colleagues alike.
The successful candidate will enjoy a strong pipeline of quality leads generated from both web and client referrals. You’ll have access to back office systems and paraplanning to assist you in making the most of the earning potential and building your book of business, so you can fully focus on serving your clients.
To be successful it’s essential that you hold Competent Advisor Status (CAS), have a Level 4 Diploma qualification and a statement of professional standing as well as significant previous experience in an advisory role. Pension experience and qualifications are desirable.
In return there is a very attractive commission split and opportunity to bring along your own existing clients.
If you’d like to apply for this exciting opportunity, please email firstname.lastname@example.org (attaching your CV and quoting our reference number). Or, if you like to know more about this role please contact Austin Burrell at Tenet Group on 0113 239 5116.