Non Regulated Financial Advisor

Clark James Ltd

Worthing, Sussex - Show Location

Basic salary £21,000 + car + OTE c£40,000

Any / Any

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Job Information

Clark James Recruitment are working with a leading personal financial planning organisation to recruit a non regulated Financial Adviser to compliment the existing team, previous experience is not essential as full training is provided.


Reporting to the Area Manager, the Financial Adviser will be required to achieve regular sales of new business to attain individual and company sales objectives whilst providing ongoing quality customer service.

This will include advising clients on a range of financial products in their homes.

In addition the Financial Adviser will carry out the following:

Service existing customers through regular reviews.
Expand existing customer sales through these regular reviews.
Expand the customer base through referrals and other direct sales techniques if required.
Attend regular meetings with the Area Manager and colleagues.
Complete all documentation required by the Company.
Act in accordance with the FCA Code of Conduct for Company Representatives.
Work to a programme agreed with the Area Manager.


Confident and ambitious
Excellent communication and presentation skills
A strong and proven sales track record is essential
Ability to liaise at all levels


Basic salary c£21,000 + car + commission, realistic OTE for first year £40,000 - £50,000 however this uncapped and could be significantly more.

Justin Preston

18 days ago



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