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Financial Adviser in Chepstow

Job Title: Financial Adviser

Industry:  Financial Planning

Location: Chepstow

Salary: £30,000 OTE £100,000 +

Job Reference: 15750

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Adviser to join an IFA practice in Chepstow.

This successful and well-established Financial Planning practice have advisers across South Wales and due to a handful of these advisers retiring, they are looking to bring on an experienced Adviser to take over their existing client base. You will be given full training on their state-of-the-art technology and given Paraplanning and Administration support so that your focus is on your clients.

You will be given a basic salary of £30,000. Once 3x validation, you will receive an excellent commission structure of 50% on all business written. This gives you fantastic earning potential, with an OTE of £100,000 in year 1, due to the volume of business provided.

Your role is to support existing clients on their financial well-being, including investments, pensions, mortgages, protection and more. You will fully manage your own diary and be able to manage your client meetings around your workload. All clients are based in South Wales.

 

Benefits:

  • £30,000 basic with OTE £100,000+
  • 50% Commission structure
  • 8% pension contribution
  • Other benefits include DIS, private healthcare
  • Support with Chartered exams, if wanted
  • All clients provided

 

Skills and experience required:

  • Experience working as a Financial Adviser
  • Working in holistic advice
  • Level 4 diploma, working toward Chartered

 

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 Planning firm based in Chepstow on a Financial Advise 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

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    Job Title: Financial Adviser

    Industry:  Financial Planning

    Location: Chepstow

    Salary: £30,000 OTE £100,000 +

    Job Reference: 15750

    Job Description:

    Recruit UK are working on an excellent opportunity for a Financial Adviser to join an IFA practice in Chepstow.

    This successful and well-established Financial Planning practice have advisers across South Wales and due to a handful of these advisers retiring, they are looking to bring on an experienced Adviser to take over their existing client base. You will be given full training on their state-of-the-art technology and given Paraplanning and Administration support so that your focus is on your clients.

    You will be given a basic salary of £30,000. Once 3x validation, you will receive an excellent commission structure of 50% on all business written. This gives you fantastic earning potential, with an OTE of £100,000 in year 1, due to the volume of business provided.

    Your role is to support existing clients on their financial well-being, including investments, pensions, mortgages, protection and more. You will fully manage your own diary and be able to manage your client meetings around your workload. All clients are based in South Wales.

     

    Benefits:

    • £30,000 basic with OTE £100,000+
    • 50% Commission structure
    • 8% pension contribution
    • Other benefits include DIS, private healthcare
    • Support with Chartered exams, if wanted
    • All clients provided

     

    Skills and experience required:

    • Experience working as a Financial Adviser
    • Working in holistic advice
    • Level 4 diploma, working toward Chartered

     

    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 Planning firm based in Chepstow on a Financial Advise 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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