Job Opening: Financial Advisor.

Job Opening:
Financial Advisor.

We are looking for an experienced financial advisor to join our team of financial advisers in our Cheshire Office.

You will be required to attend qualified appointments with potential clients. We will deliver these appointments directly into your diary. You will receive 15-40 per week depending on your appetite. Fully streamlined process.

Location: Congleton, Cheshire / Work Remotely

Salary: £30,000.00-£40,000.00 with a realistic OTE £80,000.00

Experience Required: Level 4 Diploma(Dip4) qualification and a statement of professional standing, as well as experience in the financial services industry. Pension experience and qualifications are desirable but not necessary.

Apply Now.

    Do you have a diploma in financial services (DipFA/DipPFA)*?

    You must have a diploma to apply for this position

    Are you a Financial Adviser, or IFA, who loves to work with existing clients and provide holistic advice?

    Well, we are looking for you!

    Direct Wealth Management is an outstanding Financial Advice Company who specialise in Pension Planning. This position has the flexibility to work from home if needed and we are looking to go against the norm of other financial advisers and offer high quality retirement planning. Not just high net worth individuals but everyone, we feel everyone deserves the best quality advice.

    To become one of our Financial Advisers, you must be hard working, dynamic, hungry & flexible. You must be able to manage high volumes of work in a busy environment. The ideal candidate will have proven experience and be fully qualified. You must be capable to tailor bespoke planning and direction towards meeting customer needs, to help plan, create and maintain a lifestyle they are looking for.

    You will be given unlimited pre-existing quality clients and pre-validated leads. As an IFA, your role will be to do what you do best… holistic client engagement (supported digitally) with soft facts, fact find and provide holistic options that are best for your clients.

    The successful adviser will enjoy a strong pipeline of quality leads generated from our internal team. You’ll have access to back office systems, administration team and case handling team, the support you will receive includes appointment booking of leads into your diary, post-sale document production, and business submission. This is to assist you in making the most of the earning potential, allowing you to fully focus on serving your clients. This is a hybrid model, with full office and home setups given

    ·To be successful it’s essential that you are a driven adviser, this is not your conventional type of financial adviser role we aim to provide you with a minimum of 15 advice calls a week and in return need to know that the successful candidate has the ability and competency to handle this volume of appointments, we are looking for advisers with excellent interpersonal skills, in depth knowledge of the pensions industry and the ability to give fully regulated and compliant advice over the telephone.

    In return for your efforts, you will be paid a generous basic salary, bonus and additional perks for working for such a forward-thinking company.

    If you’d like the opportunity to be part of an exceptional IFA company, be paid well and give quality advice to thousands of people, then this is a great opportunity for you!