Financial Adviser

2 weeks ago


Great Yarmouth, United Kingdom Recruit UK Full time

Job Title: Financial Planner

Industry: Wealth Management

Location: Great Yarmouth, Norfolk

Salary:£65,000 plus

Job Reference: 9400

Job Description:

Recruit UK is working on an excellent opportunity for an experienced Financial Adviser to join a respectable Wealth Management Company.

They are well respected in Norfolk and are firmly established.

They are actively seeking a Financial Advisor to join the current team and inherit a client bank after a successful buy out. They have an excellent back office support system.

As an experienced advisor, you should want to build relationships with the clients and help create a plan that’s right for them. The team you’d be joining currently are advising HNW and continue to expand their UK client base.

With a reputation for excellent client service, a transparent fee structure and top-tier service, you can feel confident knowing you’re working with a trusted name in the industry.

My client specialises in whole of market.

Skills and experience required:

  • 3 years plus Financial Advisor experience
  • CAS status
  • In-depth knowledge of FCA regulations, regulatory requirements, and compliance best practices.
  • Proven track record of onboarding new clients
  • Strong analytical skills and attention to detail

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