Financial Adviser DipFA

Recruit Wealth; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading financial planning firm in the United Kingdom is seeking experienced Financial Planners for a home-based advisory role. You will provide regulated pension and investment advice, working with a central services team to deliver exemplary client care. With a minimum of 2 years of relevant experience and a Level 4 Diploma, you can expect a competitive benefits package and an excellent work environment. This is an opportunity to join a nationally recognized firm with numerous vacancies due to growth.

Benefits

Excellent bonus package

Recognized as a best place to work

Comprehensive benefits package

Qualifications

• Minimum 2 years' experience in providing pension & investment advice.
• FCA registered and competent adviser status required.
• Excellent communication and client relationship skills.

Responsibilities

• Provide regulated pension & investment advice to clients.
• Build an overall financial picture for clients.
• Work with a central client services team for appointment management.

Skills

Regulated pension & investment advice

Client care

Lead generation free

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...