Financial Planner

3 weeks ago

Doncaster, Doncaster, United Kingdom Recruit UK Full time
Financial Adviser Role

Recruit UK is working with a well-established UK Financial Advice company to find a skilled Financial Adviser to join their team in Doncaster.

This firm specializes in providing independent financial planning and wealth management advice to high-net-worth clients. As a Financial Adviser, you will collaborate with a Senior Financial Planner to manage and grow an existing client base, handle new HNW client inquiries, and provide independent financial advice.

Key Responsibilities:

  • Manage and grow an existing client base
  • Handle new HNW client inquiries
  • Provide independent financial advice
  • Develop your own client portfolio

Requirements:

  • Diploma (Dip PFS) or equivalent
  • Previous experience as a financial adviser

What We Offer:

  • Competitive starting salary up to £55,000
  • Mentoring from Senior Adviser
  • Existing HNW client bank
  • HNW Client leads - Typical clients £300k - £500k to invest
  • Excellent bonus schemes
  • Excellent Benefits: DIS, Flex Bens, Pension
  • Flex working - office/home based
  • IFA, Paraplanning, Compliance and Administration support
  • Study support

About Recruit UK:

  • We bring unique expertise, insight, and connections to the financial services recruitment market
  • We have a reach of over 100,000 financial services connections

Our Commitment:

  • We take a holistic approach to career happiness, considering factors beyond salary
  • We provide honest feedback and use our network to match candidates to their perfect position

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