Financial Adviser

Recruit UK; Aylesbury; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading financial advice company is seeking a Financial Adviser to offer quality independent advice and manage a client bank. Located in Wendover, this role provides an excellent salary, mentorship, and full admin support, making it ideal for those looking to grow their financial advisory career.

Benefits

Competitive starting salary

Mentoring from Senior Advisers

Client leads for high-value investments

Excellent bonus schemes

Pension and FLEX benefits

Flexible working options

Administration support

Study support

Qualifications

• Experience in financial advising.
• CAS Status preferred.
• A desire to manage and grow a client book.

Responsibilities

• Provide quality independent financial advice to clients.
• Manage and develop existing client bank.
• Work closely with Financial Planners on client enquiries.

Skills

Client Management

Financial Planning

Independent Financial Advice

Education

Level 4 Diploma (Dip PFS) or equivalent

Job description

Job Title: Financial Adviser

Industry: Financial Services

Location: Wendover, Hertfordshire.

Salary: GBP50,000 +

Job Ref: 9614

Job Description: Financial Adviser

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

Company:

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

Role:Financial Adviser

Working closely with Financial Planners, you will be dealing with existing clients and dealing with new client enquiries. You will offer clients quality independent financial advice and make recommendations on how to best meet their goals, managing and developing your own client bank. Full admin and paraplanning support.

What's in it for you:

• Competitive starting salary up to GBP50k+
• Mentoring from Senior Advisers
• Client leads - Typical clients GBP300k+ to invest
• Excellent bonus schemes (1 x Validation)
• Excellent Benefits: DIS, Flex Bens, Pension
• Flex working - office/home based
• Administration support
• Study support

Skills and experience required:

• Level 4 Diploma (Dip PFS) or equivalent
• Ideally CAS Status
• Would suit someone looking to progress as a financial adviser wanting to take on existing clients plus grow their own client book

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK are pleased to be working with a well established Financial Advice firm, offices in Harpenden on a Financial Adviser role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.