Financial Adviser

5 days ago


Doncaster, Doncaster, United Kingdom Heat Recruitment Ltd Full time

Job Title: Financial Adviser - Book of Business Opportunity

Job Type: Full-time

Company: Heat Recruitment Ltd

About the Role:

We are seeking an experienced Financial Adviser to join our client's team in Doncaster and surrounding areas. As a Financial Adviser, you will be responsible for managing a book of business, developing your own clients, and providing exceptional customer service.

Key Responsibilities:

  • Manage a book of business and develop new clients through referrals and new business
  • Provide face-to-face and telephone/video-based meetings to clients
  • Liaise with introducers and develop relationships to grow the business
  • Identify new clients and develop the book of business

Requirements:

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

What We Offer:

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

How to Apply:

If you have the necessary experience and are interested in this opportunity, please contact Sam at Heat's Manchester office.


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