01372 253350      connect@carlton-recruitment.com

Job Details

Financial Advisor

Location: Epsom

Permanent Full Time

Salary: £45,000 - £55,000

Financial Advisor


£45,000 - £55,000

Full Time Permanent

Are you looking for your next Financial based role? We are looking for a Financial Advisor in Epsom to provide an exceptional service to new and existing clients. Working alongside a small team, you will provide a number of financial solutions within the guidelines of the company and FCA’s rules.

Key Responsibilities:

·         Plan a business development plan with the Supervisor to ensure qualitative and quantitative business measures are achieved

·         Contact potential clients and develop business relationships

·         Review existing clients and ensure all information is up to date

·         Obtain all required information needed to provide a full analysis of the needs and construct appropriate solutions and recommendations to the companies standards

·         Ensure that the high standards of clients are met in a timely manner

·         Operate at all times within the rules of the FCA and companies procedures

·         Ensure knowledge is up to date of industry standards and attend training programmes as required


Personal Specification:

·         QCA Level 4 financial planning qualifications and a SPS certificate to meet FCA qualification standards

·         Experience within an IFA practice

·         Experience as a Financial Advisor

·         Able to demonstrate ongoing CPD

·         Experience and evidence of sales key performance indicators

·         Specialist qualification for pension transfer, mortgage advice or Long Term Care would be an advantage

·         Must have exceptional interpersonal and communication skills

·         Computer literate including Microsoft Office


Job Benefits

Bonus structure after a target of 3.25 x basic salary is reached with a bonus of 40% over this. Also an additional structure which is to a maximum of a further £10,000 and an additional KPI bonus dependant on compliance scores.


Closing date for applications: November 16, 2019

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Contact Info

Head Office: Carlton Recruitment Solutions Ltd Global House, 1 Ashley Avenue, Epsom,
Surrey KT18 5AD

01372 253350


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