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Financial Services Professional

2 months ago

Doncaster, Doncaster, United Kingdom Recruit UK Full time

Job Title: Financial Adviser

Industry: Financial Services

Location: UK

Salary: Up to £45,000

Job Type: Full-time

About the Role:

We are seeking an experienced Financial Adviser to join our team at Recruit UK. As a Financial Adviser, you will be responsible for providing independent financial planning and wealth management advice to high-net-worth clients.

Key Responsibilities:

  • Manage and grow an existing client base while handling new HNW client inquiries
  • Provide independent financial advice, make goal-oriented recommendations, and develop your own client portfolio
  • Collaborate with a Senior Financial Planner to deliver high-quality advice to a diverse and loyal client base
  • Develop and implement financial plans that meet the needs of high-net-worth clients
  • Stay up-to-date with industry developments and regulatory requirements

Requirements:

  • Diploma (Dip PFS) or equivalent
  • Previous experience as a financial adviser
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Excellent analytical and problem-solving skills

What We Offer:

  • Competitive starting salary up to £50k+
  • Mentoring from Senior Adviser
  • Existing HNW client bank
  • HNW Client leads - Typical clients £300k - £500k to invest
  • Excellent bonus schemes - OTE £80k+
  • Excellent Benefits: DIS, Flex Bens, Pension
  • Flex working - office/home based
  • IFA, Paraplanning, Compliance and Administration support
  • Study support

About Us:

Recruit UK is a specialist recruitment agency in the financial services sector. We have a reach of over 100,000 financial services connections and a team of experienced recruiters who can help you find your next career opportunity.