Financial Adviser – York & Leeds

recruitukltd Salary: c£45k - £50k +bonus, Existing clients in place

 Recruit UK are actively working on a mandate for a reputable financial arm of a Chartered Accountancy firm who have a long standing presence across Yorkshire. Due to their growth plans and ongoing demand for their services, they now require an additional financial adviser to work in their Leeds and York offices.

 

This firm provides a full range of specialist services to individuals and businesses and their financial advisers focus on managing a portfolio of clients, providing holistic advice across pensions, investments and protection.

The advantage of this position is that there will be an existing client portfolio in place to service, along with the dedicated support from a team of paraplanners and administrators, releasing more time for the successful adviser to focus on the advice process. So a top opportunity to develop business, increase your earnings and really establish yourself within the firm.

 

We are looking to speak with advisers who are qualified to a minimum of Level 4 and who have a good solid background in advising across a range of wealth management and pensions. You will be working closely with accountants and other industry professionals and will be confident to develop and maintain relationships with new and existing clients, so effective communication and inter-personal skills are essential.

 

Our client takes pride in their positive culture and they believe in providing structured career paths, helping to develop their advisers to the next level, so the desire to attain the level 6 Chartered qualification will take you further in this role.

 

On top of the benefits of an existing client base and the opportunity to develop further clients internally, there is also a competitive salary package on offer c£45k – £50k basic alongside a generous bonus structure and extensive list of benefits.

To discuss this position in confidence, please contact Andrew Nicholson at Recruit UK quoting ref 10900.

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