Telephone based Financial Adviser - DB Transfer Specialist

  • Location

    City of London, London

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £40000 - £55000 per annum + Bonus + Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

  • Job ref:


  • Published:

    over 1 year ago

  • Expiry date:


  • Consultant:


Our client is an online investment platform with modern offices in the City of London.

As part of a growth plan for 2019, they are currently seeking Financial Advisers to join their new Wealth Management team. The successful person should be experienced within DB transfers.

This role will be a telephone based advice role, providing HNW clients with holistic advice over the telephone and via skype. As a forward thinking business, our client is focused on a new era of advice, cutting back on face to face meetings and instead using fin-tech to manage the clients funds.

Your role will be to build relationships with the clients over the phone and via skype, manage their portfolios and provide financial advice.

This role would suit either a Junior Financial Planner or a bancassurance Financial Planning Manager who is keen to join a fin-tech focused advisory business.

Successful candidates will be Diploma qualified.