Financial Adviser(s)

Details

Job Type:

Permanent, full-time or part-time

Location:

Leeds, West Yorkshire

Salary:

Up to £50,000 per annum, negotiable

Qualifications:

Level 4 Diploma/CF30

Role

Here at The Financial Advice Service Ltd (TFAS for short), we provide independent financial advice with an emphasis on convenience and simplicity.

Our telephone-based service allows us to provide a tailored and professional, but distinctly convenient alternative to conventional face to face advice. This allows us to focus our energy and resources on ensuring we are providing our clients with world class advice.

While typical customers will often have less complex financial planning needs, these roles require fully qualified advisers with competent adviser status who have experience of offering regulated financial advice. The role will suit both junior advisers or advisers looking for a less face to face role and applications will be welcomed from those with either IFA, restricted or bancassurance experience.

These office based, telephone financial adviser roles offer a fantastic opportunity to get in at an early stage in the development of this new, exciting business, targeting middle market clients. The roles are fully employed, with all client leads provided. They offer an excellent basic salary (depending on experience) plus bonus scheme. You will offer advice to existing customers over the phone to establish continued suitability and to identify opportunities for new business. We are looking for proactive, motivated self -starters, with the ability to make an impact, build strong relationships and deliver advice over the phone, rather than face to face.

You will ideally be located within sensible commuting distance of Leeds City Centre.

Interested? Apply now by sending a covering email and CV to enquiries@tfas.com

Email communications are not secure and for this reason The Financial Advice Service Ltd cannot guarantee the security of the email, its contents or that it remains virus free once sent.

We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with [insert any parties you will share this data with, for example: our advisers]. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy at https://tfas.com/privacy-policy/.