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Wealth Management Consultant
3 months ago
Position: Financial Adviser
Location: Bath
Compensation: Up to £70,000
Reference: 9182
Role Overview: Financial Adviser
Recruit UK is excited to present a remarkable opportunity for a Financial Adviser to join a reputable financial advisory firm with a strong presence in the UK, specifically in Bath, serving clients throughout the South West region.
Company Profile:
This organization is a nationwide entity specializing in financial planning and wealth management, delivering independent financial advice tailored to client needs.
Key Responsibilities: Financial Adviser
In collaboration with senior Financial Planners, you will manage an established client portfolio while also addressing new inquiries from high-net-worth clients. Your role will involve providing independent financial advice and crafting tailored recommendations to help clients achieve their financial objectives. You will be responsible for nurturing and expanding your own client base, supported by comprehensive paraplanning and administrative assistance.
Benefits of Joining:
- Attractive starting salary ranging from £50,000 to £70,000 based on experience
- Access to an existing high-net-worth client portfolio with ongoing fees around £250,000
- Opportunities for high-net-worth client leads, typically involving investments of £500,000
- Generous bonus structures with on-target earnings exceeding £100,000
- Comprehensive benefits package including death in service, flexible benefits, and pension contributions
- Flexible working arrangements, allowing for both office and home-based work
- Support from IFA, paraplanning, compliance, and administrative teams
- Study assistance for professional development
- Office located in the heart of Bath
Qualifications and Experience Required:
Ideally, candidates should be on the path to achieving Chartered status, with a minimum qualification of Diploma (Dip PFS) or equivalent. Experience as a Financial Adviser, along with SPS and CAS status, is essential.
As specialists in financial services recruitment, we leverage our extensive network and expertise to connect talented professionals with outstanding opportunities. Recruit UK is proud to collaborate with a well-established financial advisory firm in Bath for this Financial Adviser position.
Our Commitment to You:
- Initiate every journey with a detailed conversation to understand your unique background.
- Provide transparent feedback regarding your fit within the job market.
- Utilize our connections across the financial sector to align you with your ideal role, or inform you if you are already in the right position.
- Adopt a holistic approach to career satisfaction, recognizing that fulfillment extends beyond financial compensation.
- Maintain a nationwide reach while offering personalized support through our regional teams.
- Ensure a respectful and non-intrusive communication approach.
