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Telephone Based Financial Adviser - Home Based, Redhill
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Client:
Blakemore Recruitment
Location:
Redhill, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
fefc3d65d650
Job Views:
18
Posted:
14.07.2025
Expiry Date:
28.08.2025
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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 suits a Level 4 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.
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