Financial Adviser

Recruit UK; Thatcham; On-site; GBP 68,000 - 83,000; Full time

Benefits offered by this job

Hybrid work model

Full admin and paraplanning support

Local office

Job summary

Recruit UK are working on an excellent opportunity for an Independent Financial Adviser to join a well established Independent Financial Advice firm with offices in Berkshire. You will manage an existing book of HNW clients, circa £45m FUM, and develop financial strategies to meet current and future goals, guiding clients toward financial independence.

The role is hybrid, requiring attendance at face-to-face client meetings.

Qualifications

• HNW Client facing Financial Advice Experience
• Level 4 Diploma in financial advice, CAS & SPS
• Good knowledge of financial planning

Responsibilities

• Manage an existing book of HNW clients, circa £45mill FUM and develop financial strategies for current and future goals.
• Attend face-to-face client meetings as required in a hybrid home/office setup.
• Provide clear, easy-to-understand financial plans to guide clients to financial independence.

Skills

Relationship building

Financial planning

Education

Level 4 Diploma in Financial Advice (CAS & SPS)

Job description

Job Title: Independent Financial Adviser

Industry: Financial Services

Location: Maidenhead

Salary: £75,000

Job ref: 10534

Job Description: Financial Adviser

Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well established Independent Financial Advice firm with offices in Berkshire. This is an excellent opportunity to be part of a skilled group of Advisers and Support team.

Role: Financial Adviser

Manage an existing book of HNW clients, circa £45mill FUM and deal with HNW client leads. You will be an excellent relationship builder and understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.

This role is hybrid home and office based. 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

• Competitive Starting Salary £75k+
• Excellent bonus scheme OTE £100k+
• Existing HNW Client book, Circa £45mill FUM
• Excellent benefits
• Local office
• Full Admin and Paraplanning support.

Skills and experience required: Financial Adviser

• HNW Client facing Financial Advice Experience
• Level 4 Diploma in financial advice, CAS & SPS
• Good knowledge of financial planning