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Investment Adviser

2 months ago


StratforduponAvon, Warwickshire, United Kingdom Heat Recruitment Full time

Job Opportunity: Experienced Financial Adviser Wanted

About the Role:

We are seeking a skilled Financial Adviser to join our team at Heat Recruitment. As a Financial Adviser, you will be responsible for managing a book of business and developing your own client base.

Key Responsibilities:

  • Manage an existing book of business and develop new clients through referrals and new business
  • Conduct face-to-face and telephone/video-based meetings with clients
  • Liaise with introducers and develop relationships to identify new business opportunities
  • Provide paraplanning and administrative support to clients

Package and Benefits:

  • Circa £50-65K basic salary
  • OTE of £100K+
  • 28 days holiday + bank holidays
  • Income Protection, Death in Service, and medical benefits
  • Pension 5%

Requirements:

  • Current experience working as a Financial Adviser
  • Whole of Market experience
  • Diploma Qualified & CAS status
  • Driving Licence & Vehicle (to attend client meetings)

How to Apply:

Contact Sam at Heat Recruitment for more information and to discuss this opportunity further.