Financial Adviser

WEALTHLINK RECRUITMENT LTD; Nottingham; On-site; GBP 59,000 - 72,000; Full time

Benefits offered by this job

Hybrid work from home

Salary up to £65,000

Bonus scheme

Admin and Paraplanning support

28 days annual leave

Benefits package

Job summary

Wealthlink Recruitment Ltd is partnering with a Nottingham-based IFA to recruit a Financial Adviser to manage a portfolio of around 90 clients with £20m AUM. You will deliver ongoing holistic financial planning across investments, pensions, estates, trusts and protection.

You will receive referrals and business development support, backed by a full admin and paraplanning team. The role offers hybrid working, a salary up to £65,000 plus bonus and generous benefits.

Qualifications

• Level 4 Diploma In Regulated Financial Planning (required).
• Minimum 2 years in a client-facing financial advice position in the UK.

Responsibilities

• Provide holistic financial planning across Investment, Pension, Estate, Trust and Protection planning.
• Manage a client bank of ~90 with ~£20m AUM.
• Develop new client referrals and business through the established support team.

Education

Level 4 Diploma In Regulated Financial Planning

Job description

We are working with an IFA in Nottingham who are looking to bring on a new Financial Adviser to manage of bank of 90 clients with a value of approximately £20m aum. As a Financial Adviser you will provide an ongoing holistic financial planning service covering Investment, Pension, Estate, Trust and Protection planning.

As well as servicing existing clients you will be provided with referrals and business development support to bring new clients into the business. As a Financial Adviser you will have a full team of Admin and Paraplanning staff working alongside you.

What's on offer?

• Salary up to £65,000
• Bonus scheme on new and ongoing business
• Full Admin and Paraplanning support
• Hybrid work from home model
• 28 days annual leave bank holidays
• Generous benefits package

Requirements

• Level 4 Diploma In Regulated Financial Planning
• 2 years in client facing financial advice position in the UK

Financial Adviser, Financial Planner, Wealth Management, Financial Services, IFA, Independent Financial Advice