Financial Adviser

3 weeks ago

Leeds, United Kingdom Recruit UK Full time

**Job Title**: Financial Adviser

**Industry**:Financial Services

**Location**:Leeds

**Salary**:£50,000 - £55,000

**Ref No**:16139

**Job Description: Financial Adviser
**Recruit UK are working on an excellent opportunity for a Financial Adviser in Yorkshire to join a well established Financial Planning and Private Client Investment Management company.

They are an award winning integrated company providing planning and investment services to both professionals and individuals. They are a leading UK law firm, delivering services to clients both from within and external to the group. With £1bn of assetsunder management they have ambition to accelerate their recent successful growth.

Working there you’ll feel a part of their friendly and inclusive environment. They will value you for who you are and what you bring. They support each other and push boundaries to achieve incredible things and make a real difference to their clients andcommunities.

They recognise that the office 9-5 isn’t for everyone. That’s why they have introduced flexible working. Whether it’s working from home, in their offices, or a combination of the both, they trust each other to support their clients, colleagues and communitiesat the right time, in the right way.

**Role:Financial Adviser**

In your role as a Financial Adviser, you’ll support the Senior Financial Advisers with the on-going relationship with Court of Protection (CoP) and Personal Injury (PI) clients, whilst seeking out opportunities for growth. They ensure their clients are lookedafter throughout their relationships and your responsibility will be to maintain this, with the opportunity to develop your own practice. The client relationships include both internal colleagues in the CoP and PI departments and external clients, this rolewill service the North of England.
- Day to day management and delivery of financial planning and client services to COP & PI clients in your client bank
- Formulate and produce financial strategies and detail them in financial reports that are clear to clients
- Ensure a high retention rate; meeting all clients at least once a year and financial advice is reviewed and amended when required.
- Maintain a level of professionalism that is appropriate for the senior customer facing function of the business to ensure confidence in the business from clients and referrers
- Provide input into projects to develop existing services and products
- Opportunity to lead on new business cases with a value of up to £1mill
- Support in business development; helping build a pipeline of opportunities through the network of opportunities that exist through the companies network, managing relationships with internal referrers in their location to ensure lead flow and lead successfultenders

**What’s in it for you: Financial Adviser**
- Competitive salary up to £55k + Discretionary Bonuses
- Existing Client Bank + Leads
- Paraplanning and admin support
- 25 days annual leave, with the opportunity to buy additional leave
- Two fundraising days in a year to give back to the community (fully paid)
- Health membership, offering discounted leisure and travel and refunds on medical services

**Skills and experience required: Financial Adviser**
- Level 4 Diploma in Financial Planning and/or a track record of delivering within a Financial Planning environment
- Proven track record of strong client relationship and communication skills
- Ability to identify and develop business opportunities
- Proven track record of strong business development and presentation skills
- Knowledge of personal injury market and how these effects the financial advice provided to claimants.

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