Financial Adviser

Financial Adviser
£25,000 per annum + uncapped commission
£60,000 OTE
Chelmsford, Essex
Monday-Friday, 35 hours per week


*MUST be level 4 qualified in Financial Planning*


*Laptop + Mobile + Expenses*


My client, a successful financial advisers based in Chelmsford is seeking a confident and reliable candidate to join their growing team on a permanent basis.


Duties to include, but not limited to:



  • Providing client-facing and telephone-based financial advice

  • Making recommendations to clients on Investments, Pensions and Protection policies

  • Completing annual reviews with clients

  • Account Management post-advice

  • Following up with clients to gain business

  • Managing a monthly budget - Budget may include purchasing leads, warm and pre-made appointments, online marketing and networking activity.

  • Manage own diary to ensure time is managed effectively

  • Generating leads and following up

  • Ensure all remedial work is completed in a timely manner


Preferred Skills:


Strong business development ability required and hunger to generate new business whilst treating customers fairly and demonstrating excellent ethics.


NB: If this company and position appeals to you then please apply your CV on-line. Advertised by Office Angels, Essex. Please note that due to a high volume of response Office Angels receive; only successful candidates will be contacted for the purposes of the Regulations, please note that Office Angels in the provision of these services will be operating as a recruitment agency. Office Angels are an equal opportunities employer


Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.


By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser: https://(url removed)/candidate-privacy

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.


By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser: https://www.office-angels.com/candidate-privacy

To speak to a recruitment expert please contact Hayley Sanderson