Financial Advisor

4 weeks ago

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

Job Title: Financial Adviser


The following information provides an overview of the skills, qualities, and qualifications needed for this role.

Industry: Financial Services

Location: Cleckheaton, West Yorkshire

Salary: £35,000

Reference Number: 9031

Job Description: Financial Adviser

Recruit UK are working on an excellent opportunity for an Employed Financial Adviser in Cleckheaton, West Yorkshire to join a well-established Financial Advice Firm.

Due to organic growth this prestigious and cutting-edge firm are looking to take on an experienced Financial Adviser. They are a well-established company in the local area, they provide advice across the board to a variety of clients.

The role is primarily a client servicing position and will involve providing expert advice on suitable investments, private pensions, tax planning, and insurance products and providing a valuable service to work with their clients – predominantly in the West Yorkshire area.

You will be allocated existing clients to service from the initial. You will service these existing clients and look to build and maintain relationships.

You will have the opportunity to work with the existing in-house team, including administrators and paraplanners, fee split dependent.

What’s in it for you: Financial Adviser

Starting Salary £35,000

Competitive bonus scheme

Existing Client Bank

Full back office support

Flexible home working

Reputable financial planning firm

Skills and Experience Required: Financial Adviser

Level 4 Diploma in Financial Planning

Client Relationship skills

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