Financial Adviser

Job Title:
Financial Adviser

Industry: Financial Services

Location:
Harpenden

Salary: £60,000

Job

Job Description:
Financial Adviser

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

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, you will be dealing with existing clients and dealing with new HNW client enquiries. You will offer clients quality independent financial advice and make recommendations on how to best meet their goals, managing and developing your own client bank. Full admin and paraplanning support.

What's in it for you:
Financial Adviser

• Competitive starting salary up to £60k
• Mentoring from Senior Advisers
• Existing client bank
• Client leads - Typical clients £300k+ to invest
• Excellent bonus scheme
• Excellent Benefits: DIS, Flex Bens, Pension
• Flex working - office/home based
• Administration support
• Study support

Skills and experience required:
Financial Adviser

• Level 4 Diploma (Dip PFS) or equivalent
• Ideally CAS Status
• Ideally min 2 years financial advice experience
• Would suit someone looking to progress as a financial adviser, wanting to take on existing clients plus grow their own client book
• Strong appetite to write new business