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Desk-Based Adviser in Southampton

Job Title: Desk-Based Adviser

Industry: Financial Services

Location: Southampton

Salary: £35,000 – £38,000

Reference Number: 15751

Job Description:

You have a passion for financial planning and want to work for a company that will give you the opportunity to thrive.

You’ve been a financial planner and want to move away from face-to-face advice into a desk-based position, working with a supportive and talented team.

If the above statements ring true with your circumstances, and you’d like to hear more about an opportunity that will mean the above becomes your reality… keep reading!

Recruit UK are working on an excellent opportunity for a Financial Adviser in Southampton to join a Financial Planning company.

The purpose of this position is to represent the company in the provision of financial advice to clients. They provide a structured proposition, tailored to the client’s needs and will always provide the highest standard advice in order to support clients to reach their financial goals. It is important to our clients that customers are listened to and receive a genuine, bespoke service they can trust.

 

You will play a crucial role in the client’s journey, duties will include but not be limited to:

  • Identify and contact clients to support with their financial requirements
  • Ensure recommendations are suitable for unique circumstances, research relevant products, communicate all options effectively
  • Ensuring all client files are compliant and maintained regularly in line with data protection, FCA guidelines and company policies
  • Follow relevant advice and sales procedures
  • Regular ongoing client reviews
  • Attain and maintain the competent status
  • Ensure relevant and sufficient CPD is maintained and recorded

 

Benefits:

  • Generous salary £35,000 – £38,000
  • Bonus, pension, life assurance, health & wellbeing, generous holiday inc additional Christmas closure + birthday off!
  • All clients provided – excellent lead generation
  • Back-office support provided
  • Exam support and career progression

 

Skills and experience required:

  • Level 4 Financial Planning Diploma
  • That has a pleasant and articulate telephone manner with the ability to communicate effectively at all levels
  • Experience in providing regulated financial advice to clients and the ability to build and maintain close professional relationships.
  • Knowledge and understanding of the FCA’s regulatory and compliance procedures including record keeping requirements.
  • A willingness to work closely with the firms support functions in order to provide the best possible outcomes for clients.
  • The ability to demonstrate that you are a person of the highest integrity and that you are ‘ fit and proper ’.
  • Previous experience in Financial Services
  • Ambition and motivation

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Advice firm based in Southampton on a Desk-based financial advisory role.

 

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

 

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Submit Details Here

    BrowseUpload CV
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    Job Title: Desk-Based Adviser

    Industry: Financial Services

    Location: Southampton

    Salary: £35,000 – £38,000

    Reference Number: 15751

    Job Description:

    You have a passion for financial planning and want to work for a company that will give you the opportunity to thrive.

    You’ve been a financial planner and want to move away from face-to-face advice into a desk-based position, working with a supportive and talented team.

    If the above statements ring true with your circumstances, and you’d like to hear more about an opportunity that will mean the above becomes your reality… keep reading!

    Recruit UK are working on an excellent opportunity for a Financial Adviser in Southampton to join a Financial Planning company.

    The purpose of this position is to represent the company in the provision of financial advice to clients. They provide a structured proposition, tailored to the client’s needs and will always provide the highest standard advice in order to support clients to reach their financial goals. It is important to our clients that customers are listened to and receive a genuine, bespoke service they can trust.

     

    You will play a crucial role in the client’s journey, duties will include but not be limited to:

    • Identify and contact clients to support with their financial requirements
    • Ensure recommendations are suitable for unique circumstances, research relevant products, communicate all options effectively
    • Ensuring all client files are compliant and maintained regularly in line with data protection, FCA guidelines and company policies
    • Follow relevant advice and sales procedures
    • Regular ongoing client reviews
    • Attain and maintain the competent status
    • Ensure relevant and sufficient CPD is maintained and recorded

     

    Benefits:

    • Generous salary £35,000 – £38,000
    • Bonus, pension, life assurance, health & wellbeing, generous holiday inc additional Christmas closure + birthday off!
    • All clients provided – excellent lead generation
    • Back-office support provided
    • Exam support and career progression

     

    Skills and experience required:

    • Level 4 Financial Planning Diploma
    • That has a pleasant and articulate telephone manner with the ability to communicate effectively at all levels
    • Experience in providing regulated financial advice to clients and the ability to build and maintain close professional relationships.
    • Knowledge and understanding of the FCA’s regulatory and compliance procedures including record keeping requirements.
    • A willingness to work closely with the firms support functions in order to provide the best possible outcomes for clients.
    • The ability to demonstrate that you are a person of the highest integrity and that you are ‘ fit and proper ’.
    • Previous experience in Financial Services
    • Ambition and motivation

     

    About Recruit UK:

    As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Advice firm based in Southampton on a Desk-based financial advisory role.

     

    Our commitment to you:

    • Start every journey with a conversation to find out about you in-depth.
    • Provide honest feedback on where you fit in the jobs market.
    • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
    • Take a holistic mindfulness approach – career happiness is rarely just about the money.
    • Cover the whole of the UK with a local touch through our regional teams.
    • Never pester you.

     

    Additional information:

    Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

    Submit Details Here

      BrowseUpload CV
      call_to_action

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