Careers at FA92 Group

Join the team.

Our Approach

We want to improve the wealth of all those we interact with.

We are passionate about attracting and retaining the most talented people in every area of our business and are committed to continuous improvement through regular training and development programmes, to ensure our clients receive advice that is second-to-none in this fast-moving financial environment.

We believe our people are our greatest asset and by developing and rewarding them we can successfully meet the needs of our client base. We treat our Advisers fairly, help them to progress in a supportive and friendly environment and provide them with the rewards they deserve.

Adviser Opportunities

Are you hard working, driven and professional?

The objective of the role is to provide face to face financial planning services to UK based personal and corporate clients, whilst working compliantly and closely with a designated Client Service Administrator to ensure best client outcome. The ideal candidate is an energetic, assertive, and confident communicator who wants to enhance their skill set and work in a dynamic, team-based environment. In order to succeed, anyone looking to join must be:




1

QualifiedLevel 4 Diploma Qualified Financial Adviser or Mortgage Adviser with a relevant qualification such as the CeMAP qualification.

2

Experienced Relevant and extensive experience working as a Financial Adviser or Mortgage Planner with the ability to develop effective relationships with clients.

3

Motivated Strong self-motivation and organisational skills with persuasiveness, determination and tenacity to succeed in a competitive arena.

Q&A's With Matt Taylor: Mortgage & Protection Adviser
Based in Sutton Coldfield, Matt joined the team as an employed Mortgage & Protection Adviser in March 2016 from Lloyds Banking Group.
Q&A's With Darren Gregory: Financial Adviser
Darren Gregory
Based in Chinnor, Darren joined the team as an employed Financial Adviser in July 2013 from Lloyds Banking Group. Darren is a keen golfer and football fan.
Why did you join us?
I instantly felt relaxed and was impressed by the friendly team. I was promised opportunities, support and a platform to build my own client bank/business.
What was your biggest fear when joining?
Not having any clients! I work with Introducers, orphan clients and previously benefited from the FA pension appointment service which led to my diary being full from day one.
How would you describe FA92 Group in one sentence?
Very supportive, dedicated and committed to providing clients with the best possible service level.

Recruitment Process

Understand what happens when.

  • 1
    Getting To Know Each Other
  • 2
    Second Meeting
  • 3
    Offer & Application
  • 4
    Development & Training
  • 5
    Ongoing Support

An informal meeting to begin the “get to know you process” and to review your CV and qualifications. We will present our values, plans and structure while explaining details and expectations of the role you are applying for.

Next

We would then have a more formal interview with a review of your knowledge, technical ability and compliance awareness. There would be a further review of your career to date and a discussion around your financial status.

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We will produce and present you with an offer and discuss it with you. We will help complete your Intrinsic application and collate any supporting documentation required by Intrinsic.

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In order to provide extra knowledge, skills and confidence, we provide training and development sessions. There is a half day Pre Course Training session followed by a 5 day Training Course. Once that it is complete there is a telephone assesment followed by a 6 day Welcome & Business Planning Course.

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You will take part in regular reviews, sales forums, CPD support and guidance help ensure that our you continue to grow and develop to be able to offer the best service possible.

Previous Apply
For more details about joining the team, please get in touch.

Call us today at 0345 184 9292 or email us at careers@fa92group.com

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