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Independent Financial Adviser - £50k-£75k - Hull

Ferguson Dean

Kingston upon Hull

Hybrid

GBP 50,000 - 75,000

Full time

18 days ago

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Job summary

A leading Independent Financial Advice firm is seeking a Financial Adviser in Hull to manage high-net-worth clients. This role offers remote working options with significant earnings potential, extensive support in building a client base, and a strong focus on financial planning.

Benefits

Competitive Starting Salary
Excellent bonus scheme
Home based / remote working options
Back-office support for administration and paraplanning
Ongoing learning and development culture

Qualifications

  • Experience in providing financial advice.
  • Must hold a Level 4 Diploma in financial advice.
  • Knowledgeable in financial planning and client management.

Responsibilities

  • Manage an existing book of HNW clients.
  • Understand clients' financial goals and provide strategies.
  • Attend face-to-face client meetings as required.

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 Hull 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 Hull 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
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