Financial Adviser

JR United Kingdom; Birmingham; Remote; GBP 50,000 - 80,000; Full time

Job summary

A leading UK-wide Independent Financial Advice firm seeks an Independent Financial Adviser to support HNW clients in Leamington Spa. This role involves managing client relationships and developing tailored financial strategies. The position offers significant earnings potential, along with home-based options and in-house support.

Benefits

Home-based work with access to regional offices

Competitive support to build your client base

End-to-end in-house client journey support

Ongoing learning and development culture

Established practice buy-out option on exit

Consultative marketing support

Qualifications

• Candidates must hold a Level 4 Diploma in Financial Advice.
• Good knowledge of financial planning is required.

Responsibilities

• Manage an existing book of HNW clients.
• Formulate financial strategies for clients' goals.

Skills

Knowledge of financial planning

Education

Level 4 Diploma in Financial Advice

Job description

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Job Title:

Independent Financial Adviser

Job ref:

9706

Job Description: Financial Adviser

Recruit UK are working on an excellent opportunity for a Financial Adviser in Leamington Spa to join a leading UK wide Independent Financial Advice firm. This is an excellent opportunity to be part of a progressive and client-focused, financial planning-led wealth management firm dealing with HNW clients across Manchester and surrounding areas.

Role: Financial Adviser

Manage an existing book of HNW clients. You will understand your clients' current and future financial goals and formulate easy-to-understand financial strategies, guiding your clients to financial independence.

This role offers home-based / remote working with access to office locations if preferred. There is an expectation to attend face-to-face client meetings.

The earnings potential is significant. Candidates will need to be ambitious, resourceful, and have the right work ethic.

What’s in it for you: Financial Adviser

• Home-based, access to regional offices
• Competitive support to build your client base and future value
• End-to-end in-house client journey and back-office support with full admin and paraplanning support
• Client-centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture
• Platform to deliver efficient and cost-effective solutions
• Established practice buy-out option on exit
• Consultative marketing support

Skills and experience required: Financial Adviser

• Level 4 Diploma in Financial Advice, CAS & SPS
• Good knowledge of financial planning

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or trying to fill a role. We have a reach of more than 100,000 financial services connections. Currently, Recruit UK is pleased to be working with a well-established UK Independent Financial Advice firm based in Leamington Spa on an Independent 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
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you
• Take a holistic mindfulness approach – career happiness is rarely just about the money
• Cover the whole of the UK with a local touch through our regional teams