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Financial Services



Type of Position: Financial Adviser
Pay: £40-50k

Financial Adviser (Employed Role)

An exciting opportunity to join a fast paced, growing practice in Burgess Hill with ambitious plans for the future. Our client is looking for a driven individual who is looking to deal with existing levels of demand, as well as develop new relationships. Possibility to earn £40-50k, depending on experience.

The Role:

  • Contacting clients and setting up meetings
  • Meeting clients and conducting in-depth reviews of clients financial circumstances, current provision and future aims
  • Researching the marketplace and providing clients with information on new and existing products and services
  • Keeping up to date with financial products and legislation
  • Ensure sufficient client information obtained and analyse information gathered
  • Undertake sufficient product and market research in conjunction with Paraplanners
  • Assisting clients to make informed decisions
  • Promoting and selling financial products to meet given or negotiated sales targets

Key Skills / Experience:

  • Must have Level 4 Diploma in Financial Planning
  • 2-8 years' Financial Services experience

The successful candidate will be given between 50-70 clients from the firm, but will also need to generate their own clients. If you are interested in this position, please email your CV to

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