Wealth Management Specialist

7 days ago


Doncaster, Doncaster, United Kingdom Recruit UK Full time
Job Opportunity for a Financial Adviser

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

This firm specializes in providing independent financial planning and wealth management advice to a diverse and loyal client base.

As a Financial Adviser, you will collaborate with a Senior Financial Planner to manage and grow an existing client base while handling new high-net-worth client inquiries.

You will provide independent financial advice, make goal-oriented recommendations, and develop your own client portfolio, supported by full paraplanning and administrative services.

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


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