Financial Planning Specialist

2 days ago


Norwich, Norfolk, United Kingdom Recruit UK Full time

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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