Financial Adviser - Telephone/Home Based

  • Location

    Merthyr Tydfil, Wales

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:


  • Salary:

    £30000 - £45000 per annum + Bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

  • Job ref:


  • Published:

    about 1 year ago

  • Expiry date:


  • Startdate:


  • Consultant:


A professional financial advisory practice is seeking a Telephone Based IFA to join their team. The company are forward thinking and provide full holistic financial advice.

In this regulated Financial Planning role the adviser will maximise the potential from an agreed database of existing clients and new leads to maximise business for the benefit of client, adviser and company.

In addition:-

  • Maintain a high degree of contact with clients via the telephone in line with agreed measurable service levels
  • Maintain a thorough understanding of all relevant products, propositions and legislative requirements, both current and in the future.
  • Demonstrate a commitment to personal development through the enrolment on internal or external training programmes.

Successful applicants MUST be Level 4 Diploma qualified and will ideally have previous experience of regulated financial planning advice.

The role will involve going into the office from time to time however the client has advised this role can be home based.