Financial Adviser
2 weeks ago
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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