Financial Adviser - Surrey - to £80k

Recruit UK; Epsom; Hybrid; GBP 68,000 - 80,000; Full time

Job summary

A financial services recruitment agency is seeking an experienced Financial Adviser in Epsom. This role involves managing a HNW client bank and providing independent financial advice. The ideal candidate should have a Diploma (Dip PFS) and at least 2 years of client servicing experience. Competitive salary up to £80,000 plus excellent bonuses and benefits including flexible working options.

Benefits

Competitive salary up to £80,000+

Existing HNW client leads

Excellent bonus schemes

Flex working options

Study support

Qualifications

• Minimum of 2 years in client servicing within financial services.
• Qualified with Dip PFS or equivalent.

Responsibilities

• Manage an existing HNW client bank and new HNW client enquiries.
• Provide independent financial advice and recommendations.
• Develop and maintain your own client bank.

Skills

Client servicing experience

Financial Planning

Communication

Education

Diploma (Dip PFS)

Job description

Job Title: Financial Adviser

Industry: Financial Services

Location: Epsom

Salary: Up to £80,000

Job Ref: 9233

Job Description: Financial Adviser

Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a well-established UK Financial Advice company with offices in Epsom.

Company:

This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice.

Role: Financial Adviser

Managing an existing HNW client bank and dealing with new HNW client enquiries. You will provide clients independent financial advice and make recommendations on how to best meet their goals. Managing and developing your own client bank. Full paraplanning and admin support.

What’s in it for you:

·Competitive starting salary up to £80k+

·Existing HNW client bank c£300k+ ongoing fees

·HNW Client leads – Typical clients £300k - £500k to invest

·Excellent bonus schemes - OTE £100k+

·Excellent Benefits: DIS, Flex Bens, Pension

·Flex working - home/office based

·IFA, Paraplanning, Compliance and Administration support

·Study support

Skills and experience required:

·Diploma (Dip PFS) or equivalent

·Would suit adviser with atleast 2 years Client Servicing experience

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 Financial Advice firm, offices in Epsom on a Financial Adviser role.