Financial Planner

JR United Kingdom; Royal Tunbridge Wells; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

Une entreprise de conseils financiers bien établie, basée à Tunbridge Wells, recherche un Financial Adviser expérimenté pour rejoindre son équipe. En tant que conseiller, vous gérerez un portefeuille de clients HNW, fournirez des recommandations financières et bénéficierez d'un soutien complet en matière de paraplanning et d'administration. Cette opportunité offre un salaire compétitif dépassant 80 000 £ et un environnement de travail flexible, tant au bureau qu'à domicile.

Benefits

Salaires de départ compétitifs

Soutien IFA, paraplanning et conformité

Flexibilité de travail

Soutien à l'étude

Qualifications

• Au moins 5 ans d'expérience dans le domaine.
• Idéalement en route pour obtenir le Chartered.

Responsibilities

• Offrir des conseils financiers indépendants aux clients.
• Gérer et développer un portefeuille de clients HNW.
• Fournir un soutien paraplanning et administratif.

Skills

Indépendance

Gestion de portefeuille

Communication

Education

Diploma (Dip PFS) ou équivalent

Job description

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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 Tunbridge Wells.

Company:

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

Role: Financial Adviser

Working closely with Financial Planners, 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+
• HNW Client leads – Typical clients £500k to invest
• Flex working - office/home based
• IFA, Paraplanning, Compliance and Administration support
• Study support

Skills and experience required:

• Diploma (Dip PFS) or equivalent (ideally enroute to Chartered)
• Would suit adviser with atleast 5 years Advice 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 Tunbridge Wells on a 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.