Wealth Adviser

JONES RECRUITMENT; Plymouth; Hybrid; GBP 29,000 - 33,000; Full time

Job summary

A well-established firm of independent wealth advisers is seeking a client-focused individual to advance into a Wealth Adviser role. This position offers a hybrid working style, fostering client relationships and integration into strategic planning. The ideal candidate will possess integrity and enthusiasm, with opportunities for growth supported by regular leads and appointments. Join a dynamic team and develop the skills necessary to excel in wealth management while contributing to client satisfaction and business growth.

Qualifications

• Experience in a regulated IFA/restricted adviser environment.
• Working towards Level 4 Diploma with 3xRO exams passed.

Responsibilities

• Maintaining and expanding a client bank.
• Engaging in further development and training to become a Wealth Adviser.

Skills

Client Management

Financial Planning

Regulatory Compliance

Education

Level 4 Diploma

Job description

A vacancy has arisen in this well-established and successful firm of independent wealth advisers and niche discretionary fund managers. We are seeking someone with experience in a regulated IFA/restricted adviser environment who is looking to advance to a client-facing Adviser role.

Salary and Benefits

Salary range: GBP29,848 - GBP32,578 plus GBP5,000 to GBP10,000 (uncapped bonuses).

Company Focus and Culture

Our client emphasizes holistic financial planning, including Financial Planning Reports and comprehensive client reviews throughout the year. The role offers a hybrid working style, with the use of offices for client meetings, fostering relationship building and integration into Inspire strategies, values, and Investment Committees to help clients achieve their goals and lifestyle.

Candidate Profile

The ideal candidate will be professional, enthusiastic, client-focused, with great integrity, and capable of simplifying solutions to keep clients engaged.

Opportunities and Development

This position provides a fantastic opportunity for growth, with regular leads and appointments to support a targeted minimum of 10% business growth per annum, translating to similar growth in remuneration. The successful candidate will work closely with the Managing Director to develop the skills necessary to become a Wealth Adviser.

Responsibilities

1. Maintaining and expanding a client bank.
2. Engaging in further development and training to become a Wealth Adviser.

Skills and Qualifications

1. Working towards Level 4 Diploma, ideally with 3xRO exams passed.
2. Experience in an FCA regulated environment.
3. Ability to grow and manage a client bank.