Financial Adviser
Salary
Location
Job Type
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Job Title: Financial Adviser
Industry: Financial Services
Location: Dorset
Salary: Up to £60,000
Reference Number: 15849
Job Description:
Recruit UK are working on an excellent opportunity for a Financial Adviser in Poole to join a thriving financial planning practice.
This is an excellent opportunity for an adviser seeking a supportive firm that will assist you with your career. They have no requirement for you to bring a client bank as they’ve households for you to manage.
They will be able to provide you with the tools you need to grow your own client base and expand your network to increase your portfolio. They will also provide you with full back-office support to ensure your time is used assisting clients to meet their financial needs.
Duties will include:
- Deliver financial planning advice to clients
- Work alongside the back-office team
- Organise annual reviews
- Generate new business and build relationships
- Build strong relationships to retain existing clients
- Competitive salary Up to £60,000
- Discretionary bonus
- Fantastic benefits inc pension, generous holiday and full exam support to chartered
- Uplift in salary once Chartered
- Clients and ongoing leads
- Finance to buy the book if needed
- Diploma in Financial Planning (Level 4)
- Chartered or on the way to Chartership (advantageous)
- Experience as a financial planner
- Client-focused