Independent Financial Advisor

6 days ago


Barnsley, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Financial Adviser

Industry: Financial Planning

Location: Barnsley

Salary: £50,000

Job Reference: 9405


Job Description:

Recruit UK is working on an excellent opportunity for an experienced financial adviser to join a well-established, independent, wealth management firm based in Barnsley.

The firm in question provide truly independent unbiased financial advice. They have a team of experienced financial advisers who can deal with all aspects of personal finance. They specialise in retirement and pension planning, mortgages, investments and financial protection and pride themselves on being there for their clients whatever their financial needs.

As an experienced financial adviser, you will join a strong advice team, you will receive full professional support. Manage and develop an existing client bank. Offering clients a quality financial planning advice service. Working mainly home based with access to offices in Barnsley.


Benefits:

  • Starting salary c£50,000+ OTE £75k
  • Excellent bonus scheme
  • Home based role, access to offices in Barnsley
  • HNW Client bank approx. 80 households + Leads provided
  • Paraplanning and Admin support
  • Holistic financial planning advice
  • Study/Exam support
  • 35 days holidays incl BH.
  • Salary sacrifice to buy extra week hols
  • Pensions, Death in service, private health.


Skills and experience required:

  • Level 4 Diploma in Regulated Financial Planning
  • Ideally enroute or willing to study towards Chartered
  • Regulated Financial Advice experience



  • Barnsley, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial Adviser Industry: Financial Planning Location: Barnsley Salary: £50,000 Job Reference: 9405 Job Description: Recruit UK is working on an excellent opportunity for an experienced financial adviser to join a well-established, independent, wealth management firm based in Barnsley. The firm in question provide truly independent unbiased...


  • Barnsley, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job DescriptionJob Title: Financial AdviserIndustry: Financial PlanningLocation: BarnsleySalary: £50,000Job Reference: 9405 Job Description: Recruit UK is working on an excellent opportunity for an experienced financial adviser to join a well-established, independent, wealth management firm based in Barnsley.The firm in question provide truly independent...


  • Barnsley, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Description Job Title: Financial Adviser Industry: Financial Planning Location: Barnsley Salary: £50,000 Job Reference: 9405 Job Description: Recruit UK is working on an excellent opportunity for an experienced financial adviser to join a well-established, independent, wealth management firm based in Barnsley. The firm in question provide truly...


  • Barnsley, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial AdviserIndustry: Financial PlanningLocation: BarnsleySalary: £50,000Job Reference: 9405 Job Description: Recruit UK is working on an excellent opportunity for an experienced financial adviser to join a well-established, independent, wealth management firm based in Barnsley.The firm in question provide truly independent unbiased...


  • Barnsley, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial AdviserIndustry: Financial PlanningLocation: BarnsleySalary: £50,000Job Reference: 9405 Job Description: Recruit UK is working on an excellent opportunity for an experienced financial adviser to join a well-established, independent, wealth management firm based in Barnsley.The firm in question provide truly independent unbiased...


  • Barnsley, UK, South Yorkshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial AdviserIndustry: Financial PlanningLocation: BarnsleySalary: £50,000Job Reference: 9405 Job Description: Recruit UK is working on an excellent opportunity for an experienced financial adviser to join a well-established, independent, wealth management firm based in Barnsley.The firm in question provide truly independent unbiased...


  • Barnsley, United Kingdom Lifetime Financial Management Full time

    **Job Title**: Financial Wellbeing Coach **Department**: Digital Wellbeing **Location**: Dodworth, Barnsley **Reports To**: Digital Experience Manager **Summary**: **Responsibilities**: - Provide excellent customer service to clients by answering questions, resolving issues, and providing guidance on the planning process. - Work with clients to...


  • Barnsley, United Kingdom Lifetime Financial Management Full time

    **Job Title**: Financial Wellbeing Coach **Department**: Digital Wellbeing **Location**: Dodworth, Barnsley **Reports To**: Digital Experience Manager **Summary**: **Responsibilities**: - Provide excellent customer service to clients by answering questions, resolving issues, and providing guidance on the planning process. - Work with clients to...


  • Barnsley, United Kingdom NJR Recruitment Careers Full time

    NJR Recruitment is thrilled to be recruiting for a well-established financial planning firm dedicated to delivering tailored financial advice and building long-term relationships with their clients. Due to continued growth, we are seeking a talented and motivated Financial Adviser to join their dynamic team in Barnsley.Whats in it for you?Client Bank...


  • Barnsley, South Yorkshire, United Kingdom NJR Recruitment Full time

    NJR Recruitment is thrilled to be recruiting for a well-established financial planning firm dedicated to delivering tailored financial advice and building long-term relationships with their clients. Due to continued growth, we are seeking a talented and motivated Financial Adviser to join their dynamic team in Barnsley. Whats in it for you? Client Bank...


  • Barnsley, United Kingdom The Rec Con Full time

    **Customer Service Advisor - Barnsley** - Pay Rate: £12.98 per hour from April 1st, with £14.00 per hour for Sunday overtime - Temporary Contract: 8-12 weeks, approximately 37.5 hours per week - Shift Hours: Monday to Friday, 08:00 am - 18:30 pm; Saturday, 08:00 am - 15:00 pm; Sunday, 09:00 am - 14:00 pm (*Sunday shifts are rare but flexibility is...


  • Barnsley, United Kingdom IDAS Full time

    Are you looking for a challenging and rewarding career? IDAS (Independent Domestic Abuse Services) is the leading specialist domestic abuse charity in the Yorkshire region. We are looking for dedicated, courageous and compassionate people to join our inspiring and inclusive team. We are an age inclusive employer with flexible working arrangements to suit a...


  • Barnsley, Barnsley, United Kingdom beBee Professionals Full time £22,000 - £28,000

    Customer Service AdvisorWe are seeking a skilled and customer-focused Customer Service Advisor to provide exceptional service and support to our clients in Barnsley, United Kingdom.Key Responsibilities:Handle customer inquiries and resolve issues in a timely and professional manner.Provide accurate and up-to-date information about our products and...

  • Employment Advisor

    6 months ago


    Barnsley, United Kingdom South West Yorkshire Partnership NHS Trust Full time

    **KEY RESULT AREAS**: The postholder will manage a caseload of 25 to 35 service users within The Barnsley Talking Therapies service. The Employment Advisor will work with the clinician and the client to produce a personalised action plan to ensure that psychological treatment and employment support are provided to support the individual to improve their...


  • Barnsley, Barnsley, United Kingdom Sharp Consultancy Full time

    Sharp Consultancy is a modern accountancy practice based in Barnsley, offering a range of services to businesses and individuals. As a Semi Senior Accountant, you will be joining a dynamic team of professionals who are passionate about delivering exceptional client service and driving business growth.Key ResponsibilitiesPrepare financial statements,...


  • Barnsley, United Kingdom IDAS Full time

    Do you want to make a difference in the lives of families whose lives are affected by domestic abuse? IDAS (Independent Domestic Abuse Services) is the leading specialist domestic abuse charity in the Yorkshire region. We are looking for dedicated, courageous and compassionate people to join our inspiring and inclusive team. We are an age inclusive employer...


  • Barnsley, Barnsley, United Kingdom beBee Professionals Full time £22,000 - £28,000

    We are seeking a UK Customer Service Advisor to provide excellent customer service and resolve queries in a timely manner at beBee Professionals.Responsibilities:Handle customer inquiries via phone, email, and chat.Provide accurate product and service information.Resolve customer complaints and escalate when necessary.Process customer orders and manage...


  • Barnsley, Barnsley, United Kingdom Pratap Partnership Ltd Full time

    Pratap Partnership Ltd, a renowned British manufacturer of high-quality furniture for the education sector and stadium seating solutions, is seeking a highly skilled Group Financial Controller to join their team.The ideal candidate will have expertise in managing financial operations, ensuring compliance with regulations, and driving business growth through...


  • Barnsley, Barnsley, United Kingdom Premdor Full time

    Job DescriptionWe are seeking a highly skilled Strategic Financial Operations Manager to join our team in Premdor, UK.About the RoleThis is a fantastic opportunity to work with our finance team, providing expert financial guidance and support to drive business growth and success.The ideal candidate will have a strong background in finance, excellent...


  • Barnsley, Barnsley, United Kingdom Sharp Consultancy Full time

    About the RoleAs a Semi Senior Accountant, you will play a key part in delivering high-quality services to our clients. Your responsibilities will include preparing financial statements, conducting audits, and providing expert advice on tax matters.You will be working closely with our team of experienced accountants, providing guidance and support to junior...