RecruitukLtd Salary: £35,000 - £40,000
Recruit UK are working with a reputable Independently owned Chartered financial planning firm who are looking to take on a Desk Based Adviser to join their Cheltenham office. Providing advice to their mass affluent client bank, you will be responsible for ensuring that the client receives ethical advice. All clients will be provided as well as back office and administrative support.
Your duties will include:
· The ongoing servicing and maintenance of mass affluent client bank
· Ensuring that clients receive the best advice according to their circumstance
· The provision of a fact find and review
· Maintenance of CPD
Alongside the above, you will be expected and supported to work towards the chartered qualification. The company will fund your financial planning exams whilst providing fantastic benefits and a very competitive salary.
Candidates will ideally have previously worked within an financial advice practice previously and have experience of either giving advice, or paraplanning looking to make the move into an advisory
For more information on this role please contact Louise Sheppard on 01179-170411 and quote reference 11610