Financial Adviser
Salary
Up to 70,000
Location
Royal Leamington Spa
Job Type
Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
Job Title: Financial Adviser
Industry: Financial Planning
Location: Leamington Spa
Salary: Up to £70,000
Job Reference: 15757
Job Description:
Recruit UK is working on an excellent opportunity for a Financial Adviser to join an Independent Financial Advice practice in Leamington Spa.
This company aims to provide the highest standard of financial advice and believes that an important element of being able to deliver this quality of service, is because they are fully independent. They are able to explore all possible financial avenues and are able to compare and recommend various products and providers to suit the client’s needs specifically.
This role will predominantly be focused on you managing new inquiries and leads. They have a very niche website that generates very good quality HNW leads.
In addition to this, they also receive new inquiries via existing clients and referrals alongside this. Both the existing adviser and the director are at capacity and they need an additional adviser to assist in continuing the growth and success of the company.
What’s in it for you?
- Salary dependent on skills and experience (Up to £70,000, higher salary negotiable)
- Fantastic bonus scheme – no validation required to achieve a bonus
- Strong lead support from existing new inquiries and existing clients/referrals
- No expectation to bring clients
- Generous holiday allowance
- Full paraplanning and administration support
- Pension contribution
- Travel/mileage costs covered
- Level 4 Diploma financial planning diploma as a minimum (Level 6 is preferable)
- Experience as a financial adviser in an IFA/Wealth Management firm
- Networking skills and ability to business develop
- Ideally someone with knowledge of IHT planning, advice at retirement age, and trustees (not essential, but desirable)
- 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.