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Investment Adviser
2 months ago
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.