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Independent Financial Advisor

2 months ago

Barnsley, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Description

Job Title: Financial Adviser

Industry: Financial Planning

Location: Barnsley

Salary: £50,000

Job Reference: 9405


Job Description:

Recruit UK is working on an excellent opportunity for an experienced financial adviser to join a well-established, independent, wealth management firm based in Barnsley.

The firm in question provide truly independent unbiased financial advice. They have a team of experienced financial advisers who can deal with all aspects of personal finance. They specialise in retirement and pension planning, mortgages, investments and financial protection and pride themselves on being there for their clients whatever their financial needs.

As an experienced financial adviser, you will join a strong advice team, you will receive full professional support. Manage and develop an existing client bank. Offering clients a quality financial planning advice service. Working mainly home based with access to offices in Barnsley.


Benefits:

  • Starting salary c£50,000+ OTE £75k
  • Excellent bonus scheme
  • Home based role, access to offices in Barnsley
  • HNW Client bank approx. 80 households + Leads provided
  • Paraplanning and Admin support
  • Holistic financial planning advice
  • Study/Exam support
  • 35 days holidays incl BH.
  • Salary sacrifice to buy extra week hols
  • Pensions, Death in service, private health.


Skills and experience required:

  • Level 4 Diploma in Regulated Financial Planning
  • Ideally enroute or willing to study towards Chartered
  • Regulated Financial Advice experience