Careers

OPEN VACANCIES

Our approach

We provide full support to our advisers ranging from training courses to external compliance to ensure you are always able to give our clients the best advice possible.

EB Associates Group are looking for financial advisers all around the UK to join our team.

On offer is full Para planning support, along with a full fact find, you will be provided with qualified leads to build on the client base and an attractive remuneration scheme. You will also receive comprehensive administrative support, meaning you can focus on maximising your client facing opportunities. You will see 10+ clients per week. All business will be chased through by the back office team to ensure you achieve your goals.

Candidates must be presentable and professional with excellent verbal communication skills.To be considered, applicants must have passed DipFA as a minimum and be fully committed to on-going training, which is provided by the company.

Please forward an up to date CV to apply.

Core Criteria

  • Pension Adviser (desirable)
  • Level 4 Diploma Qualified
  • Excellent relationship building skills.
  • Pension Transfer

Required skills

  • Experience of Pension Transfers
  • Financial Advice
  • Wealth Management

Salary: £30-40,000 (year 1), £55-75000 (year 3) OTE

Required experience:

  • Financial Services: 1 year

Required licences or certifications:

  • DipFA
  • Driving License

Advisor Adviser Pension DipFA DipFS G60 FP

Job Type: Full-time

Required experience:

  • Financial Services: 1 year

Required licence or certification:

  • Driving License

Application Form




Build a career in Financial Advice – One of the most popular careers in the UK.Training is paid for allowing you to gain Full Professional Qualifications. Excellent earning potential and career progression for the right individuals .Are you a motivated self-starter with the desire to build an excellent career for yourself offering fantastic earning potential, autonomy and job satisfaction?

Do you regularly outperform your peers?Do you have excellent communication skills allowing you to feel confident communicating with a wide variety of people?

Role:

You will start working in our offices in Dartford as a Trainee Financial Advisor as part of our hugely successful Protection Team, getting used to speaking to our clients about financial products and the benefits of using a financial adviser. You will learn how to communicate with individuals at all levels whilst being in regular contact with our current team of financial advisers. As a company we will strive to develop you through your career as quickly as possible whilst giving you all the necessary tools to be the best in your industry.

After your initial 9 months trainee period we will pay for your study and obtain your CeMAP 1 qualification allowing you to progress in to a Protection Adviser position. At this stage you will become a regulated individual and join our Financial Practice alongside our team of advisers.

Following this promotion you will begin studying for your Level 4 Diploma in Financial Advice (DipFA). This will take a minimum of 6 months whilst working. Your earnings will greatly increase as a Protection Consultant allowing you to sacrifice some of your working hours for study. Once achieving this qualification you will then be fully qualified in all areas of financial advice and will instantly become a Full Financial Planner.

As a Full Financial Planner you will be provided with face to face appointments with clients and be given full administrative support.

This model will allow you to focus on building and maintaining relationships with your clients providing them with sound financial advice.

Location – Dartford – DA1 4TQ

Expected Earnings:

Year 1: £18,000-24,000

Year 2: £32,000-48,000

Year 3: £60,000+

Candidate Requirements:

  • Degree qualified or equivalent
  • Extremely driven and motivated
  • Excellent written and verbal communication skills
  • Proficient in IT
  • Excellent work ethic
  • Desire to build a career
  • Sales experience

Job Type: Full-time

Salary: £15,000.00 to £35,000.00 /year

Application Form




We are looking for a Junior Researcher to join our highly successful Wealth Management company. Within this role you will gain great insight into the variety of roles and products used within the company. As a Junior Researcher you will also be given the chance to attain Industry qualifications.

Your responsibilities will include:

-Providing administrative support to Paraplanners and Advisers.

-Provide support in the analysis and reviewing of; pension transfers, income and flexi-access drawdown and ISAs.

-Developing and maintaining technical and industry knowledge to ensure continual development.

-Collating client information, and preparing documents for client meetings.

In the early stages you will have exposure to various administrative processes within the company. As a Junior Researcher you will be expected to begin to learn the process of drafting suitability reports, whilst gaining knowledge on a holistic range of investment products and communicating with clients and colleagues.

You must possess excellent written and verbal communicative and numerate skills, be a pro-active team player and be able to work on your own initiative. Applicants from any academic discipline will be accepted – a degree is desirable but not essential for the right candidate.

Job Type: Full-time

Salary: £13,000.00 to £16,000.00 /year

Job Location:

  • Dartford, Kent

Required education:

  • Bachelor’s

Required experience:

  • Administration: 1 year

Application Form