Wealth Management Specialist
7 days ago
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
- Diploma (Dip PFS) or equivalent
- Previous experience as a financial adviser
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