Financial Planner

7 days ago

Durham, Durham, United Kingdom Heat Recruitment Full time

Financial Adviser Opportunity

£30,000 - £35,000 basic salary, increasing up to £40,000+ over time

Durham region (Fully Remote)

Leads provided

Are you a qualified financial professional looking to take the next step in your career?

Seeking a challenging role that will utilize your skills and experience?

This exciting opportunity will see a financial professional join a growing financial planning practice as a Financial Adviser with appointments booking in for you

This role will involve providing excellent financial advice to several clients within a specified region. The incoming adviser will be given clients to service which should ensure a running start.

To be considered for this financial adviser role, you will need to have completed your Diploma (Dip4) and currently be working in a financial services or wealth management environment.

Key Benefits of this Financial Adviser Opportunity:

  • Competitive basic salary with potential for increase
  • 25 days holiday + bank holidays
  • 5% company pension contribution
  • Flexible medical package
  • Monthly bonus payments on 3X validation of salary.

Main Responsibilities of the Financial Adviser

  • Providing 1st class advice to clients on wealth management, covering pensions, investments, tax planning, savings and protection products.
  • Meeting clients face to face to further develop the relationship.
  • Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service.
  • Working the book of business provided, but also growing the asset bank by bringing across additional clients and referrals.

Heat Recruitment is a leading recruitment agency specializing in financial services and wealth management. If you have the necessary experience and qualifications, we would be delighted to discuss this opportunity further.

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