Financial Services Recruitment Specialists

Financial Advisers – Do your Prefer Telephone/Remote Work, Face 2 face or Hybrid?

by Paul Standen 0 Comments

Many Financial Advisers have enjoyed increased productivity during the last two year as they moved to a remote advice-based environment. Some have grown significantly and wish to stay home based whilst others miss that face-to-face interaction. We are now seeing our clients gravitate back to a F2F environment, but this is client driven in the main.

We have clients recruiting financial advisers offering roles either face to face and/ or home based (hybrid). Hotspot locations with Competitive Salaries + Uncapped Bonus + Employee benefits include: – Edinburgh, Glasgow, Newcastle, Manchester, Ipswich, Sevenoaks, Nottingham, London, and Bristol

Contact 0800 2335516 or

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IFA -Exeter

A top draw IFA firm require a remote/ homebased adviser to develop in and around the Exeter area. This role has strong client support, salary to 60k and a back office infrastructure.

FS Senior Sales Managers

Senior Sales Managers needed who hold level 4 diploma in financial planning. Birmingham, Manchester, Leeds and Bath. Strong remuneration for candidates with a great sales management FS background.. 0800 2335516 or

Regional Trainer

Our directly authorised IFA firm client seeks a Regional Trainer for Midlands / North of England. It’s a home-based role with travelling when appropriate. The role includes the development and the implementation of the firms L&D strategy, Carrying out Training needs analysis across business, Enhance the IFA’s knowledge and skills to further enhance the client experience and grow revenue, Provide meaningful monthly MI to demonstrate the ROI and training effectiveness, plus prepare and deliver induction training for new advisers .
Candidate will need to be Diploma qualified or Chartered
Training qualification, CIPD or other. Plus have a demonstrable business experience in a training role within an FCA regulated financial planning environment with training design and delivery.

Mortgage Advisor – Home Based thus location flexible

Our client is looking for a Mortgage Advisor to join their team and provide mortgage and protection advice to their clients. This is an employed role with a salary, bonus, and employee benefits
In addition, this whole of market role has all clients supplied and is a home based/ remote working role.
Key Accountabilities include:
• The delivery of mortgage advice and in a wholly compliant manner
• The ability to communicate, fact find and build relationships with a broad section of clients
• Pro-actively cross sell protection and general insurance
• Deal with high levels of activity
• Responsible for remaining competent and up to-date on legislation
Knowledge and Experience
• Competent adviser signed off for mortgage and protection
• Demonstrable success in delivering mortgage and protection advice
• Clean compliance record

Financial Services Presenter

Locations is quite flexible for our financial services client who seeks a presenter to deliver financial education programmes to employees of corporate clients. Delivery of educational seminars, webinars, and webcasts on a range of financial subject and be supported by regulated financial planners.

Candidates must have presentation experience in a training, sales or a “think on your feet” environment is essential. Also be knowledgeable across the spectrum of retail financial services and ideally have RO4 or be studying toward it.

More details including remuneration on enquiry