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Investment Strategy Adviser
2 months ago
Job Title: Financial Adviser
Location: Bath
Salary: Up to £70,000
Job Ref: 9182
Position Overview: Financial Adviser
Recruit UK is excited to present a remarkable opportunity for a Financial Adviser to join a prominent UK Financial Advisory firm with a strong presence in Bath, catering to clients throughout the South West region.
Company Overview:
This organization operates on a national scale, delivering comprehensive financial planning and wealth management services. They pride themselves on providing independent financial guidance tailored to client needs.
Role Responsibilities: Financial Adviser
In collaboration with senior Financial Planners, you will manage an established client portfolio while addressing new high-net-worth (HNW) client inquiries. Your role will involve offering clients independent financial advice and crafting recommendations to help them achieve their financial objectives. You will also be responsible for managing and nurturing your own client base, supported by full paraplanning and administrative assistance.
Benefits of Joining:
- Attractive starting salary ranging from £50,000 to £70,000 based on experience
- Access to an existing HNW client portfolio with ongoing fees of approximately £250,000
- Opportunities for HNW client leads, with typical investments around £500,000
- Exceptional bonus structures with potential earnings exceeding £100,000
- Comprehensive benefits package including DIS, Flexible Benefits, and Pension
- Flexible working arrangements, including office and home-based options
- Support in IFA, Paraplanning, Compliance, and Administration
- Study support for professional development
- Office located in Bath City Centre
Required Skills and Experience:
The ideal candidate will be on the path to achieving Chartered status, with a minimum qualification of Diploma (Dip PFS) or equivalent. Experience as a Financial Adviser is essential, along with SPS and CAS status.
As specialists in financial services recruitment, we leverage our extensive expertise, insights, and connections to assist you in finding the right role or candidate. Currently, Recruit UK is proud to collaborate with a well-established Financial Advisory firm based in Bath for this Financial Adviser position.
Our Commitment to You
- Initiate every journey with a thorough conversation to understand your background.
- Provide transparent feedback regarding your fit in the job market.
- Utilize our extensive network within the financial sector to connect you with your ideal position.
- Adopt a holistic approach to career satisfaction, recognizing that fulfillment is not solely about financial compensation.
- Cover the entirety of the UK while maintaining a local touch through our regional teams.
- Ensure a respectful and non-intrusive communication approach.
