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Financial Planning Financial Adviser

Greater London

Greater London London
Salary (Annual):
40 000 - 49 999
Salary Description:
£42,000 + OTB
Accountancy, Banking Insurance Finance, Sales
Working Pattern:
Full time
Date Posted:
Monday, 21st May 2012
Flexibility Offered:
Job Ref:
Prudential - Financial+Planning+Financial+Adviser

What will you make of this year? For most the answer is obscured by uncertainty, but to us it’s clear. In 2012 we’ll continue restoring the great tradition of Prudential financial advice. Our task opens up an uncommon opportunity: if you have the necessary qualities, we’d like you to join us.

During the 20thCentury The Man from the Pru became the trusted financial adviser for as many as one in three households in the UK. Times have changed but our values remain. And now, in a new age of uncertainty, we’re being overwhelmed by the call for Prudential to return to financial advice.
Prudential Financial Planning is our response. We launched the service in 2011 and already, it’s been greeted with incredible warmth.
So we begin 2012 with the best kind of challenge: how to supply the demand and honour so much goodwill among our customers.
We’ve identified 200,000 priority customers, who need sound financial guidance as they approach retirement.
And we’re looking to appoint individuals who can build relationships with these customers and provide the clarity, confidence and peace of mind they seek from Prudential.
You will need the qualities necessary for building trust, with your clients: experience, wisdom, emotional intelligence and an entrepreneurial instinct, tempered by a strong sense of prudence. You must have a proven record of achievement and be qualified at Diploma level at least.
As an adviser (we call them Partners) of Prudential Financial Planning, you’ll be entrusted with a portfolio of high quality potential clients. You’ll have the advantage of our strong product range and arguably one of the most comprehensive and expertly managed multi-asset investment propositions available. 
You’ll receive all the support you’d expect from Prudential, including full training and professional development resources and a first class reward package.
And you’ll join a team of experienced professionals with strong values and a true sense of purpose.
We are particuarly interested in hearing from individuals who are located in:





Greater London and South Essex






North Wales & Liverpool

Knowledge, Skills & Experience
  • Successful track record of delivering sales to HNW clients (evidenced by earnings and reports)
  • Qualified to QCF4 level or equivalent, with aspirations for Chartered Financial Planner status.


Closing Date: 18th June

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