Employed Financial Adviser
Salary
up to 60,000 +
Location
Job Type
Full Time
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Job Title: Employed Financial Adviser
Industry: Financial Planning
Location: South Wales
Salary: up to £60,000 +
Job Description:
Recruit UK are working on an excellent opportunity for a Financial Adviser in south Wales to join a successful and dynamic Financial Planning firm. Well established, the company have been providing high quality financial planning advice to a wide range of clients including private individuals, business owners, professionals, retirees and families.
The company is directly authorised and fully independent offering a wide range of services including but not limited to investments, retirement planning and estate planning.
They have tasked Recruit UK with finding eager, progressive and qualified Financial Advisers who ideally will have transferrable assets under management (AUM).
In return, they can offer a salaried role (salary and bonus dependent on the individual and the AUM they can novate) where in addition they have the structure and technology that will help an Adviser achieve higher levels of income.
What’s in it for you:
- Opportunity to join a successful and growing financial planning firm
- Modern office building based off the M4 with excellent transport links
- Technologically advanced with hi-tech business processes in place
- Very experienced and forward-thinking Director who’s willing to work with less experienced Advisers and provide further guidance
- Working with a company that have exceptionally high standards and professionalism
- An opportunity that will help an Adviser achieve even higher levels of income and become part of a dynamic and exciting firm.
- Salaried role: dependent on transferrable AUM (open to discussion but very competitive) and experience
- Level 4 Diploma in Financial Planning
- Experienced Adviser with transferrable AUM
- Technical and knowledgeable Adviser
- Professional Adviser with excellent communication skills
- Self sufficient in terms of business
- 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.