Employed Financial Adviser
Salary
up to 60,000 (depending on level of experience and AUM)
Location
Bridgend
Job Type
Full Time
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Job Title: Employed Financial Adviser
Industry: Financial Services
Location: Bridgend
Salary: up to £60,000 (depending on the level of experience and AUM)
Reference Number: 14182
Job Description:
Are you an experienced Financial Adviser looking for your next adventure in your career? Perhaps you are thinking of retiring in the next 5-10 years and want a great pre-agreed Buy-Out scheme?
Recruit UK are working on an excellent opportunity for an Employed Financial Adviser in Bridgend to join an Independent Financial Advice firm.
This family-run, professional firm is looking for an experienced Financial Adviser to join their ever-growing company. As a company, they focus on protections, pensions, investments, tax, and mortgages. They pride themselves on offering clients a professional, personal service and are never pushed into a sale.
They are looking to take on an experienced Financial Adviser to work on an existing client bank. The perfect client will be expected to take the initiative to build their client bank through business development. You will be providing individuals with Financial Advice based on their individual circumstances, therefore you must be able to work closely with clients and build long-lasting relationships.
This would be a perfect opportunity for a Financial Adviser who has a moderate transferable client bank that they would like to take with them on their next opportunity. This company would also be able to provide the adviser with the back-office support such as a paraplanner and administrator, to help offer clients with the best service possible. This could also be a great opportunity for a retiring Financial Adviser who is looking to work for the next 5+ years and wants a pre-agreed buy-out exit.
What’s in it for you:
- Negotiable salary depending on experience and transferable AUM
- Bonus structure based on the individual
- Join a growing and thriving company
- Administration and Paraplanning support
- Modern office, with board rooms for client meetings
- Support obtaining the Chartered qualification
- Level 4 qualified- Essential
- 5 to 10 years’ experience giving Financial Advice – Essential
- CAS status – Essential
- Self-sufficient in generating new business – Essential
- Existing client bank – Essential
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job 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.