Current Vacancies-Opportunities

Mortgage and protection adviser opportunities

- Nationwide

Could this be you? 

• You are tied to a single lender but would much prefer to offer clients real added value by giving them access to the wide range of attractive products available from across the whole market?
• You would rather that all the effort and hard work you put in went towards building up your own business rather than someone else’s?
• You feel inhibited and constrained in your present environment and would like to be unleashed to fulfil your true earnings potential?
• Rather than being stuck in a 9 til 5 rut, you would welcome greater flexibility in terms of how and when you work, being your own boss and fully in control of your own destiny?
• You are directly authorised but would like someone else to take responsibility for compliance so relieving stress and allowing you to spend more time on what you do best – talking to clients?
• You feel isolated in your present environment and would welcome the opportunity to have access to quality training and business development support?
• You are a newly qualified mortgage adviser looking for an organisation to partner with who won’t turn you down because of lack of experience but will help you establish yourself in a new career?

If the answer to any of these questions is yes, then the FIRST CLASS FINANCIAL proposition could be right up your street. We are growing our business and would like to help you grow yours; this is what the First Class Financial proposition is all about, supporting advisers in achieving their business goals.

Full financial planning adviser (Diploma qualified)

– Scotland

An adviser in Scotland with an office base near Glasgow (which he shares with another adviser and a couple of admin staff) only services a small proportion of his very large client base these days. Because he used to work with the direct sales force at Friends Provident, he has over 1,000 clients who could be approached by a new financial adviser joining the business.

Friends  Life  (now  Aviva) send the adviser copy communications  that  go out to these clients to notify them of events such  as  policy  maturities,  vesting  pensions,  benefit statements, further  assurance  options  and  many  more. These represent an ideal opportunity to engage with the client with a genuine point of reference. The benefits for a new recruit would be:-

• An office base to work from
• Team environment
• Admin support
• Client base opportunities to go at with genuine reasons for contact

It would obviously be helpful if the new recruit could generate their own business of course. It should be emphasised that candidates looking for an employed, salaried position do not really fit with the First Class Financial proposition. This situation will appeal to candidates who embrace to idea of generating their own business and being well rewarded for it on a self employed basis.

Full financial planning adviser (Diploma qualified)

– Midlands

This firm working out of office premises in Staffordshire comprises two seasoned professionals who decided to become protection specialists at the time of the Retail Distribution Review a few years ago. Their business is going well (previously they had been all of market financial planners) and they would now welcome the opportunity of bringing a full financial planner back into the business to exploit the opportunities within their client back that they are no longer able to deal with  –  i.e. pensions and investments (and also mortgages).

The benefits for a new recruit would, therefore, include:-

•     An office base to work from
•     A collegiate, team environment
•     Mentoring by two experienced professionals
•     Client base opportunities to exploit

It would obviously be helpful if the new recruit could generate their own business of course. It should be emphasised that candidates looking for an employed, salaried position do not really fit with the First Class Financial proposition. This situation will appeal to candidates who embrace to idea of generating their own business and being well rewarded for it on a self employed basis.

Full financial planning adviser (Diploma qualified)

– South Wales

This adviser with an office base north of Cardiff is looking to expand, having already taken on one experienced adviser recently but with the capacity to take on more. Any new recruit would need to be able to generate their own clients but there is a “back catalogue” of clients available who have not been serviced since the time of the Retail Distribution Review.  There is an admin team of three people based in the office.

The benefits for a new recruit would be:-

•    An office base to work from
•    Team environment
•    Full admin support
•    Old client base opportunities to go at

It should be emphasised that candidates looking for an employed, salaried position do not really fit with the First Class Financial proposition. This situation will appeal to candidates who embrace to idea of generating their own business and being well rewarded for it on a self employed basis.