Financial Adviser

Recruit UK; Epsom; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

A well-established financial services firm in Epsom is seeking a Financial Adviser to manage an existing client portfolio and acquire new clients. The ideal candidate will provide independent financial advice and receive full administrative support. This role offers a competitive salary of up to £65,000 along with excellent benefits, flexible working options, and study support.

Benefits

Competitive salary

Client Bank

Excellent bonus schemes

Flexible working

Administration support

Study support

Qualifications

• Proven experience in providing independent financial advice.
• Strong understanding of financial products and services.
• Ability to manage and develop a client bank.

Responsibilities

• Service and develop existing clients while acquiring new ones.
• Provide independent financial advice to clients.
• Manage all aspects of the client relationship.

Skills

Client management

Financial planning

Communication

Education

Level 4 Diploma (Dip PFS) or equivalent

Job description

Job Title : Financial Adviser

Industry : Financial Services

Location : Epsom, Surrey

Salary : Up to £65,000

Job Ref : 9536

Job Description

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

Company

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

Role : Financial Adviser

You will be dealing with an existing client portfolio where you'll get to know and service them as well as taking care of 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 provided.

What’s in it for you :

• Competitive starting salary up to £65k
• Client Bank
• Client leads – Typical clients £300k+ to invest
• Excellent bonus schemes (1.2 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
• CAS St...