Financial Adviser

4 weeks ago


Bath, United Kingdom Recruit UK Full time

**Job Title**: Financial Adviser

**Industry**: Financial Planning

**Location**:Wiltshire

**Salary**: Self Employed (uncapped earnings)

**Job Reference**:7596

Recruit UK is working on an excellent opportunity for a Financial Adviser Wiltshire to join a Financial Planning firm.

Our client is a thriving and growing Financial Planning firm who have been servicing clients across Wiltshire and the South West for over 30 years. As they continue to grow their client base, they are looking to grow their Financial Advice team.

You will be supporting and advising some existing clients with a variety of services including investments, pensions, protections, and corporate advice. There will be clients for you to work with from day 1, as well as a chance to develop your own business.

**What’s in it for you**:

- Competitive splits between 65-75%
- Access to administration and compliance support
- Office base as required
- Clients to service and excellent lead source

**Skills and experience required**:

- You will be a Trainee/Associate Financial Adviser or an experienced adviser.
- Client focused with high standards.
- Minimum Level 4 diploma in Financial Planning.
- Strong communication skills with an ability to build relationships.

**About Recruit UK**:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, RecruitUK is pleased to be working with a Financial Advice firm based near Bath on a Financial Advice role.

**Our commitment to you**:

- Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.

**Additional information**:



  • Bath, United Kingdom The Oakfield Group Full time

    **Job description** **Trainee Financial Adviser** If you want to get into Financial advice, then we have the opportunity for you. Our client will take you from zero to fully qualified in a maximum of 12 months. The training plan, support and development is market leading. Their direct to advice training model is a proven success, no sitting around in an...

  • Mortgage Adviser

    1 month ago


    Bath, United Kingdom The Progress Shed Full time

     Seeking a Talented Mortgage Adviser! Are you passionate about helping people achieve their dream of homeownership? Do you possess expert knowledge in mortgage products and regulations? Are you a dynamic Mortgage Adviser to join our team and make a difference in the lives of our clients.Key Responsibilities:Provide personalised mortgage advice tailored to...


  • Bath, United Kingdom Novia Financial Full time

    Key Accounts Team Leader **Department: Key Accounts** **Reports to: Senior Manager - Client Services** **Main Location: Bath - Enjoy the Flexibility of Hybrid Working **About us**: Novia Financial is an award-winning financial technology company based in the heart of Bath, just a 5-minute walk from the train and bus stations. We launched to market in...


  • Bath, United Kingdom Novia Financial Full time

    Customer Service Executive **Reports to: Team Leader** **Main Location: Bath hybrid working 3 days in office 2 days at home** **Salary: £22,500 + bonus + excellent benefits **Are you passionate about Customer Service and believe in putting the customer at the heart? Are you looking for a role that offers the flexibility of working from home, but still...


  • Bath, United Kingdom Novia Financial Full time

    Customer Service Executive **Reports to: Team Leader** **Main Location: Bath hybrid working 3 days in office 2 days at home** **Salary: £21,255-£25,000 + bonus + excellent benefits** Are you passionate about Customer Service and believe in putting the customer at the heart? Are you looking for a role that offers the flexibility of working from home, but...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial Full time

    Implementation ExecutiveDepartment: Client Services, Novia FinancialReports to: Implementation ManagerMain Location: Cambridge House, Henry Street, BathAbout UsWe're an award-winning financial technology company based in the heart of beautiful Bath. We provideFinancial Advisers with the technology, trading capabilities and service to help deliver great...

  • Mortgage Adviser

    2 weeks ago


    Bath, United Kingdom Recruit UK Full time

    Job Title: Mortgage Adviser Industry: Mortgage and Protection Location: Bath Salary: £30,000 - OTE £50,000 Job Reference: 8971 Job Description: Our client is a boutique and successful Mortgage and Protection Advice company, who have seen huge success in the residential and buy to let market over the last few years. Due to an abundance of consistent leads,...


  • Bath, United Kingdom Novia Financial Full time

    **Client Services Specialist** **Department: Customer Operations** **Reports to: Team leader** **Main Location: Cambridge House, Henry Street, Bath - (3 days office, 2 days home)** **Salary: £21,680 - £27,000 (depending on experience) + Bonus + Excellent Benefits** About us **Join our Dynamic Team as a Client Services Specialist and be part of our...


  • Bath, United Kingdom Novia Financial Full time

    **Main Location: Cambridge House, Henry Street, Bath - (3 days office, 2 days home)** **About us** **We are looking for a number of people to join our Dynamic Team as a Client Services Administrator and be part of our Multi-Award-Winning** **Company!** Are you passionate about delivering operational excellence and believe in putting the customer at the...


  • Bath, United Kingdom Novia Financial Full time

    robust complaints framework appropriate to Novia Financial Plc, and for helping the business identify operational changes that will improve customer outcomes. Key responsibilities are the logging, acknowledgment, investigation, and final resolution of complaints to meet our financial services regulatory timescales, including responding to the Financial...


  • Bath, United Kingdom Novia Financial Full time

    Customer Services Admin **Reports to: Team Leader** **Main Location: Bath hybrid working 2 days in office 3 days at home** **Salary: £21,255 + bonus + excellent benefits** Are you passionate about Customer Service and believe in putting the customer at the heart? Are you looking for a role that offers the flexibility of working from home, but still...


  • Bath, United Kingdom Novia Financial Full time

    Customer Services Administrator **Reports to: Team Leader** **Main Location: Bath - Hybrid working split between office and home working** **Salary: £21,680 + bonus + excellent benefits Are you passionate about Customer Service and believe in putting the customer at the heart? Are you looking for a role that offers the flexibility of working from home,...


  • Bath, United Kingdom Novia Financial Full time

    Customer Services Administrator **Reports to: Team Leader** **Main Location: Bath hybrid working 3 days in office 2 days at home** **Salary: £21,680 + bonus + excellent benefits** Are you passionate about Customer Service and believe in putting the customer at the heart? Are you looking for a role that offers the flexibility of working from home, but...


  • Bath, United Kingdom Wessex Water Full time

    Our people tell us Wessex Water is a great place to work, and they stay with us! We are proud of how we support development and career progression. We continue to promote diversity and inclusion. With that in mind, we welcome all applicants. We have an exciting new vacancy for an Environment and Planning Adviser to join the team. If you are looking for a...


  • Bath, Bath and North East Somerset, United Kingdom Novia Financial Full time

    Are you passionate about Customer Service and believe in putting the customer at the heart?Are you looking for a role that offers the flexibility of working from home, but still being able to have the office environment and morale needed as well?Working hours are Monday-Friday 8.30am-5pm and this is for a 9 month FTC.About usWe're Novia. An award-winning...


  • Bath, United Kingdom Novia Financial Full time

    **Client Services Executive **Reports to: Team Lead** **Main Location: Bath - Enjoy the Flexibility of Hybrid Working** **Salary: £21,680 - £26,000 (depending on experience) + Bonus + Excellent Benefits **Join our Dynamic Team as a Client Services Executive and be part of our Multi-Award-Winning** **Company! **Are you passionate about delivering...

  • Protection Advisor

    1 week ago


    Bath, United Kingdom Lansdown Financial Services Full time

    Lansdown Financial Services are an ambitious Mortgage and Protection Broker based in the heart of Bath. We are looking to expand our team and are looking for an experienced Protection Adviser to join us. Our clients and customers are at the heart of everything we do, and providing an outstanding service is paramount to how we operate. We are ideally...

  • HR Adviser

    3 weeks ago


    Bath, United Kingdom Wessex Water Full time

    Are you an HR Adviser who really enjoys playing a pivotal role in delivering a one stop shop on employee relations together with supporting the HR Business Partners with projects and providing meaningful data to help the organisation achieve its business objectives through our most important resource, our people? If so, we have a great opportunity for an HR...


  • Bath, United Kingdom Novia Financial Full time

    **Department: Customer Experience** **Reports to: Client Services Team Leader** **Main Location: Bath - Work your way: 3 days minimum in office, 5 days welcome** **About us** At Novia, we take pride in being a Multi-Award-Winning financial technology company, renowned for our 5- star service platform. Our shared purpose and core behaviours—Seek...

  • Financial Advisor

    2 weeks ago


    Bath, Bath and North East Somerset, United Kingdom Ramsay & White LTD Full time

    Financial AdviserRamsay & White Wealth Management is a leading financial planning firm based in Bath. We are currently seeking a Financial Adviser to join our team, with a focus on providing expert advice on pensions, investments, and retirement planning to our clients.Responsibilities: Provide tailored financial advice and solutions to clients in a...