Financial Advisor Job in Leeds, West Yorkshire

Financial Advisor Job in Leeds, West Yorkshire. Apply for the latest Leeds, West Yorkshire jobs in Accounting/Financial/Insurance.

Financial Advisor Job in Leeds, West Yorkshire

Job Description
Financial Advisor £37K-£45K + Bonus

OTE £60K

Hybrid after CAS achieved

We are currently on the hunt for a qualified Financial Advisor to join an established company that has held true to its pledge to improve the markets in which they operate for the benefit of customers. This is done by delivering world-class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging.

The successful Financial Advisor will be joining a team with appointments provided, as well as a client base of around 150 clients to provide annual reviews for retirement planning. Alongside your team of experienced Financial Advisor colleagues, you’ll work flexible working hours of 37.5 each week which will become hybrid after the office based training & CAS status achieved.

As a Financial Advisor you must be a hardworking, proactive and target driven individual who has the ability to thrive within a sales environment whilst delivering financial advice and customer service of the highest quality. Providing technical support to the department and formulating advice for ‘at retirement’ clients, including those classified as pension transfers.

In return for your efforts, you will be paid a generous basic salary & KPI focussed bonus and additional perks for working for such a forward-thinking company. If you are able to demonstrate a minimum of 3 years previous experience in relevant roles related to a B2C targeted sales environment in a sales or client contact related role within the field of regulated financial advice around retirement planning issues & hold at least DipFA LEVEL 4, apply today and we will be in touch

Job Type: Permanent, Full Time
Location: Leeds, West Yorkshire
Category: Accounting/Financial/Insurance
City: Leeds
County: West Yorkshire
Country: United Kingdom
Salary: £37000 – £45000/annum + kpi related Bonus
Benefits: kpi related Bonus