Financial Advisers

  • 65,000
  • London, England, United Kingdom
  • Permanent, Full time
  • F2 Capital Ventures LLP
  • 02 Jan 18 2018-01-02

F2 Capital Ventures LLP distributes financial products for offshore institutions. It intends to promote and sell certain new financial products designed to assist elderly clients to pay for care in their own homes or in care homes.

F2 Capital Ventures LLP (authorised and regulated by the Financial Conduct Authority to conduct investment business)

Desired Level of Attainment: Level 4 Diploma qualified or near equivalent and driving licence

SOLLA Accredited Advisor preferred

Salary: £65,000 plus performance bonus

Company car provided or travel expenses

The New Products

F2 Capital Ventures LLP will promote and sell an exciting range of products specifically designed to meet the needs of the elderly. The first products, a care annuity and a sale and rent back plan, are due to be launched in January 2018. There will be a marketing campaign in the conventional media and social media.

Some of the leads for sales will be provided a reputable third party, a leading general care adviser and provider of support services to the elderly. It will collect initial KYC data, distribute brochures and identify when an elderly person requires specific financial advice concerning the purchase of a product. 

F2 will also promote the new products to third party financial intermediaries and to care home providers.  

Advisers should ensure that any product is suitable and advise on appropriate alternatives.

The New Roles

F2 is looking for at least two financial advisers who are compassionate and caring individuals. We are looking for persons who can relate to the frail and elderly and who appreciate the communication issues and other sensitivities in dealing with elderly individuals and family members.  A good manner and old fashioned letter-writing skills will be important. Advisers will be required to travel to meet clients and family members by car and where appropriate by public transport to give advice at face to face meetings. Initially, clients will be within the M25 and certain other affluent areas. Therefore, regular travel is envisaged.

F2 intends to arrange for specialist training on dealing with elderly clients and on the new products.

The Controlled Function of CF8 for an adviser no longer exists. The FCA’s Controlled Function for Customer Function is a CF30.

Contact: Please send your CV and contact details via the button below