Financial Adviser (EMPLOYED)

Financial Adviser (EMPLOYED)

EGR/10719

Financial Services

£40,746 - £57,438

35 hours

25 (increases to 30) days holiday plus stats

Corporate bonus scheme

Generous pension scheme

Performance-related pay

DIS X4

Flexible working hours

Additional benefits include gym, travel loans, staff discounts, subsidised event tickets

Volunteering days

31/05/2022

Are you an experienced Financial Adviser, who thrives in a bancassurance environment?

Our client has a requirement for an experienced, Diploma qualified Adviser, to work in the North Yorkshire area, ideally residing north of York. They are a highly recognised household name and thrive on delivering a superb client-centric service. In return, you will be well-rewarded with a generous basic salary, bonus and an excellent benefits package.

Based in a local branch, your responsibilities will include:
·        Provide advice on a range of regulated financial service products
·        Meet agreed quality and service standard
·        Utilise internal IT systems as required
·        Provide advice which is compliant and adhere to relevant legislation

·        DipPFS (or equivalent)

·        Previous experience as a Financial Adviser, ideally within bancassurance
·        Ideally hold SPS
·        In-depth knowledge of financial services advice propositions
·        Sound knowledge of investment platforms and ongoing service propositions
·        Able to achieve and exceed targets
·        Competent with IT systems, including MS Office
·        Personable and professional
·        Hold a full UK driving licence and own a vehicle
·        Willing to travel to other branches when required and work unsociable hours

Are you interested?


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