Financial Planning Specialist
2 days ago
Job Title: Financial Adviser
Industry: Financial Services
Location: Nationwide
Salary: up to £60,000
Job Type: Full-time
Recruit UK is working with a reputable Financial Planning firm to find a skilled Financial Adviser to join their team.
The company is an independent financial services provider with over 15 years of experience, offering a bespoke service to clients, including retirement planning, tax planning, investment management, and more.
Due to growth, they are looking for an adviser to take over a small client book and develop new relationships. You will be busy servicing clients from day one, with support from a dedicated administration team. There will also be opportunities to develop your own network and client base, with support from management.
Key Responsibilities:
- Provide financial planning and advice to clients
- Manage and build client relationships
- Develop and implement financial plans
- Stay up-to-date with industry developments and regulations
- Work collaboratively with the administration team
Requirements:
- 2 years of experience working as a Financial Adviser
- Diploma Level 4
- Competent Adviser Status
- Experience managing and building client relationships
- No existing client book required, although you can bring one if applicable
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections to the table. We have a reach of over 100,000 financial services connections and are committed to promoting equality, diversity, and inclusion in all our business activities.
Our Commitment to You:
- We take a holistic approach to career happiness, considering factors beyond just salary.
- We provide honest feedback on where you fit in the jobs market.
- We use our network to match you to your perfect position.
- We cover the whole of the UK with a local touch through our regional teams.
- We never pester you.
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