Financial Planner
1 day ago
Financial Adviser Opportunity
£30,000 - £35,000 depending on experienceOTE £50,000+
Join a growing financial planning practice as a Financial Adviser with appointments booking in for you
This exciting role will see a financial adviser join the existing team of advisers in 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.
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.
Benefits of this Financial Adviser Opportunity
- £30,000 - £35,000 basic salary (increasing up to £40,000+ over time)
- 25 days holiday + bank holidays
- 5% company pension contribution
- Flexible medical package
- Monthly bonus payments on 3X validation of salary.
About Heat Recruitment
Heat Recruitment is a leading recruitment agency specializing in financial services and wealth management roles. We work closely with top financial planning practices to find the best talent for their teams.
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