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  • Paul Hulance


Job ref: JPCJ846A

Clark James Recruitment are working with a leading personal financial planning organisation to recruit a non-regulated Financial Adviser to complement the existing team.

Due to growth within the business our client has an opening for a Financial Advisor to join the business.

No previous experience required, out client will provide full training, guidance, and structured support.


  • 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.

  • 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.


  • No professional qualifications are required for this position, Financial Services recognised qualifications are desirable.

  • Applicants must be able to demonstrate a proven track record within sales.


  • Basic salary c£24,000 + car + commission.

  • Realistic OTE for first year £40,000 - £50,000 however this uncapped and could be significantly more.

To apply, please forward an up to date CV, stating the job reference to

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

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