Telephone Based Financial Adviser - Home Based

Social network you want to login/join with: Telephone Based Financial Adviser – Home Based, Redhill col-narrow-left Client: Blakemore Recruitment Location: Redhill, United Kingdom Job Category: Finance – EU work permit required: Yes col-narrow-right Job Reference: fefc3d65d650 Job Views: 3 Posted: 15.05.2025 Expiry Date: 29.06.2025 col-wide Job Description: We are currently recruiting for a Financial Planning practice that is looking to hire a telephone-based financial adviser. The ideal candidate will be Level 4 Diploma qualified and willing to conduct client reviews over the telephone. This role may suit a level four qualified paraplanner with client advice experience. The candidate should have been certified to give advice or previously held a CF30 position. Some of your duties will include: Identify and contact potential clients in accordance with the firm’s business plan and supervisor’s guidance. Ensure that relevant disclosure processes are followed in a positive, clear, and timely manner. Ensure sufficient client information (KYC) is obtained and that this information informs suitable recommendations. Undertake detailed, relevant product and market research to identify the most suitable client solutions where appropriate. Ensure all client files are compliant on an ongoing basis. The successful candidate will need recent, relevant experience in providing financial advice, be IT literate, have a positive disposition, and be a natural relationship builder. #J-18808-Ljbffr