Financial Adviser

1 month ago


Bath, United Kingdom Recruit UK Full time

Job Title: Financial Adviser

Location: Bath

Salary: Up to £70,000

Job Ref: 9182

Job Description: Financial Adviser

Recruit UK is working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Bath dealing with clients across the South West (Mainly Bath & Bristol).

Company:

This is a UK-wide company, offering financial planning and wealth management advice. They provide independent financial advice.

Role:Financial Adviser

Working with senior Financial Planners, managing an existing client bank, and dealing with new HNW client enquiries. You will provide clients with independent financial advice and make recommendations on how to best meet their goals. Managing and developing your own client bank. Full paraplanning and admin support.

What’s in it for you:

  • Competitive starting salary £50k to £70k dependent on experience
  • Existing HNW client bank (c£250k ongoing fees)
  • HNW Client leads - Typical client £500k to invest
  • Excellent bonus schemes - OTE £100k+
  • Excellent Benefits: DIS, Flex Bens, Pension
  • Flex working - office/home based
  • IFA, Paraplanning, Compliance and Administration support
  • Study support

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