Financial Adviser DipFA

Recruit Wealth; City Of London; Remote; GBP 50,000 - 70,000; Full time

Job summary

A leading financial advisory firm is seeking experienced financial planners to provide regulated pension and investment advice. You will build comprehensive financial profiles for clients with a focus on exceptional client care. Opportunities are available nationwide, requiring a minimum of 2 years of advisory experience and a Level 4 Diploma. The role is home-based with some travel, offering a competitive benefits package and no lead generation responsibilities.

Benefits

Excellent bonus package

Recognition as a best place to work

Qualifications

• Minimum 2 years of experience providing pension and investment advice.
• FCA registered and competent adviser status required.
• Strong client relationship management skills.

Responsibilities

• Provide regulated pension and investment advice to clients.
• Build an overall financial picture for your clients.
• Manage client appointments pre-qualified by the central services team.

Skills

Regulated pension and investment advice

Client care

Advisory background

Education

Level 4 Diploma

Job description

Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth management client.

The business has their Financial Planners based nationally and are recognised as the leading name in financial advice and guidance in the workplace, with access points to some of the largest pension schemes through private & public sector employers.

You’ll be providing regulated pension & investment advice and building an overall financial picture for your clients with exemplary levels of client care.

All newly created opportunities are home based (with some travel for certain clients), employed only with an excellent bonus package around initial fee and on-going advice.

All client meetings / appointments are managed by the central client services team and are pre-qualified for financial planning advice, no lead generation is required at all.

Our client will expect to see an accomplished advisory background, minimum 2 years offering pension & investment advice, FCA registered, competent adviser status, alongside holding the Level 4 Diploma as the minimum.

All opportunities are national, with numerous vacancies open due to continued headcount and client need.

An excellent benefits package is offered and you'll be working for a recognised Sunday Times "best places to work".

The business is looking to recruit as soon as pos...