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Financial Adviser in Southampton, Hampshire

Job Title: Financial Adviser

Industry: Financial Services

Location: Southampton, Hampshire

Salary: £35,000 (OTE £60,000)

Reference Number: 14744

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Adviser in Southampton to join an Independent Financial Planning firm.

This firm is a well-established IFA and as a result, they’re seeking a new individual to join them. With a growing client bank and ongoing acquisitions, the OTE is likely to exceed the figure above. They were established 20 years ago and have a growing number of offices and employees. They have two back-office support hubs meaning there is always ample assistance provided to the advisers. With billions of AUM, it is clear that this company has an influential standing within the industry.

This opportunity is perfect for individuals seeking growth, assistance with all back-office and access to a bank of clients. You’re not expected to bring any clients, however, should you have some to novate they will ensure a smooth transition for you and your clients. The clients provided vary but include corporate and private individuals with varied assets including HNW and UHNW.

 

What’s in it for you:

  • Salary £35,000, plus a car allowance (£5000)
  • Access instantly to a client bank
  • You will earn bonus immediately – no validation point. Bonus for new business and recurring income servicing (on the clients you receive) 15%
  • Benefits include Parking, assistance with exam book/entry should you wish to become Chartered, a generous car allowance, Christmas closure, birthday off and social events.
  • Full back-office assistance, access to administration and paraplanning support.
  • Manage your own diary and workload.
  • Able to be an office or largely home-based.

 

Skills and experience required:

  • Diploma in Financial Services
  • Ideally, 2 years’ experience advising
  • Currently holding CAS / SPS desirable but not essential
  • Interested in speaking with individuals with experience in Independent, Restricted Advice or Bankassurance.

 

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 an Independent Financial Planning firm based in Southampton on a Financial Adviser 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.

Submit Details Here

BrowseUpload CV
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Job Title: Financial Adviser

Industry: Financial Services

Location: Southampton, Hampshire

Salary: £35,000 (OTE £60,000)

Reference Number: 14744

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Adviser in Southampton to join an Independent Financial Planning firm.

This firm is a well-established IFA and as a result, they’re seeking a new individual to join them. With a growing client bank and ongoing acquisitions, the OTE is likely to exceed the figure above. They were established 20 years ago and have a growing number of offices and employees. They have two back-office support hubs meaning there is always ample assistance provided to the advisers. With billions of AUM, it is clear that this company has an influential standing within the industry.

This opportunity is perfect for individuals seeking growth, assistance with all back-office and access to a bank of clients. You’re not expected to bring any clients, however, should you have some to novate they will ensure a smooth transition for you and your clients. The clients provided vary but include corporate and private individuals with varied assets including HNW and UHNW.

 

What’s in it for you:

  • Salary £35,000, plus a car allowance (£5000)
  • Access instantly to a client bank
  • You will earn bonus immediately – no validation point. Bonus for new business and recurring income servicing (on the clients you receive) 15%
  • Benefits include Parking, assistance with exam book/entry should you wish to become Chartered, a generous car allowance, Christmas closure, birthday off and social events.
  • Full back-office assistance, access to administration and paraplanning support.
  • Manage your own diary and workload.
  • Able to be an office or largely home-based.

 

Skills and experience required:

  • Diploma in Financial Services
  • Ideally, 2 years’ experience advising
  • Currently holding CAS / SPS desirable but not essential
  • Interested in speaking with individuals with experience in Independent, Restricted Advice or Bankassurance.

 

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 an Independent Financial Planning firm based in Southampton on a Financial Adviser 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.

Submit Details Here

BrowseUpload CV
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