Business Financial Specialist

1 week ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Recruit UK | Certified B Corp™ Full time

Financial Adviser Opportunity

 

Recruit UK is pleased to be working with an Independent Financial Advice firm on an excellent opportunity for a Financial Adviser to join their thriving company. The firm is directly authorised and has a reputation for putting clients first, making it an ideal choice for like-minded professionals.

 

The role involves working from home as an employed Financial Adviser, with leads provided and some clients to help kick-start your journey. The firm has an excellent lead generation model that they pay for, ensuring that their advisers are always busy building a client base. You'll also benefit from full compliance, paraplanning, and administration support at no cost.

 

What's in it for you?

  • Basic salary up to £35,000
  • 30% bonus paid monthly on business written/recurring income (3 x validation)
  • Benefits include: Pension, DIS, Holiday, Mileage covered, Flexible hours/days
  • Company with excellent lead generation model
  • Firm that builds its own funds and has good rates with providers
  • Simple transition period for advisers and their clients (should you have some to novate, this is not necessary)
  • Working from home
  • Buy out arrangements and exit strategy support
  • Fantastic culture with 2 company-wide socials per year

 

Requirements:

To be successful in this role, you'll need:
• Level 4 Diploma Qualified
• Experience of advising (CAS status)
• A commitment to putting clients first and buying into the firm's beliefs
• No need to have a client bank, but a following and networking abilities are advantageous

 

About Recruit UK

As specialists in financial services recruitment, we bring unique expertise, insight, and connections to help you find your next career opportunity or fill a role with the right candidate. With a reach of over 100,000 financial services connections, we're confident in our ability to deliver results.



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