Financial Advisor

13 hours ago

Accrington, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Financial Adviser

Industry: Financial Services

Location: Accrington, Lancashire

Salary: Up to £65,000

Job Ref: 9442


Job Description:

Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Accrington, Lancashire.


Company:

This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice.

Role:

To manage an existing client bank and deal with new HNW client enquiries. You will provide clients independent financial advice and make recommendations on how to best meet their goals. Managing and developing your own client bank. Full paraplanning and admin support.


What’s in it for you:

  • Competitive starting salary up to £65k
  • Excellent bonuses - OTE £100k+
  • Regular salary reviews
  • Existing client bank
  • HNW Client leads – Typical client £500k to invest
  • Excellent Benefits: DIS, Flex Bens, + 5% Pension contribution
  • Flex working - office/home based
  • IFA, Paraplanning, Compliance and Administration support
  • Study support


Skills and experience required:

Diploma (Dip PFS) or equivalent

Experience as a Financial Adviser, SPS & CAS Status

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