Financial Adviser - South West - to £75k

Recruit UK; Barnstaple; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

Une entreprise de conseil financier indépendante bien établie à Barnstaple recherche un Conseiller Financier pour rejoindre son équipe. Ce rôle consiste à gérer un portefeuille de clients HNW et à leur fournir des conseils financiers personnalisés. Le poste offre un salaire compétitif et des opportunités de développement personnel, ainsi qu'un soutien significatif dans la construction d'une clientèle.

Benefits

Excellent bonus scheme OTE £100k+

Home based, access to regional offices

Competitive Support to build your client base

End to end in house client journey

Consultative marketing support

Qualifications

• Expérience de conseil financier en face à face avec les clients.
• Diplôme de niveau 4 en conseils financiers requis.
• Bonne connaissance de la planification financière.

Responsibilities

• Gérer un portefeuille existant de clients HNW.
• Comprendre les objectifs financiers actuels et futurs des clients.
• Formuler des stratégies financières claires pour guider les clients vers l'indépendance financière.

Skills

Client facing Financial Advice Experience

Good knowledge of financial planning

Education

Level 4 Diploma in financial advice, CAS & SPS

Job description

Recruit UK are working on an excellent opportunity for a Financial Adviser in Barnstaple to join a leading UK wide Independent Financial Advice firm. This is an excellent opportunity to be part of a progressive and client-focused, financial planning-led wealth management firm dealing with HNW clients across Barnstaple and surrounding areas.

Role: Financial Adviser

Manage an existing book of HNW clients. You will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.

This role offers home based / remote working with access to office locations if preferred. 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 £50k - £75k (DOE)
• Excellent bonus scheme OTE £100k+
• Excellent benefits
• Home based, access to regional offices
• Competitive Support to build your client base and future value.
• End to end in house client journey and back-office support with full Admin and Paraplanning support.
• Client centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture.
• Platform to deliver efficient and cost-effective solutions.
• Established Practice Buy Out option on exit.
• Consultative marketing support.

Skills and experience required: Financial Adviser

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

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established UK Independent Financial Advice firm based in Barnstaple on an Independent Financial Adviser role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.