(LB143) Employed Financial Advisor


Our client is a boutique firm providing advice on Financial Planning and Investments. The firm is made up of 2 Advisors, 1 Paraplanner and 3 support staff. Due to an advisor retiring next summer they are now looking for someone to come on board and service his existing client bank.

A stable client bank is provided, and all clients are organically grown through referrals. You will also be welcome to bring clients over in this position and grow your own client bank.

About the Ideal Candidate

The ideal candidate must be level 4 Diploma qualified, with a minimum of 3-4 years’ experience within the financial services. An advisor that is J10 qualified or willing to study this within 3 months of employment with the client will be preferred.

Salary Range & Benefits

A minimum of £40,000 basic salary will be provided along with a pension contribution of 4% and a 30% bonus. A 3x validation model is place also. Other benefits include a laptop provided to the advisor, a 25% profit share within the business, 20 days holiday plus an additional 0.5 days added per calendar year worked and expenses paid for at 0.45p per mile.

Application Process

Once you have submitted your CV or a document including a brief overview of your previous experience, one of our consultants will be able to give you a call to further discuss the role and the application process. After this, if you are happy to continue further then we will submit you forward to our client for consideration.
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