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Job Details

Job Title: Financial Adviser

Industry: Financial Planning

Location: Swansea

Salary: £25,000 – £35,000

Reference Number: 14740

Job Description:

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

This growing and well-establish Financial Planning firm are looking to take on a Financial Adviser who is able to take on existing clients, whilst being motivated and active in gaining new clients through networking.

They work with HNW clients in the local area and across South Wales, supporting them on Pensions, Investments, Protection and Mortgages. Post Covid-19 you will be out and about meeting with clients and using the office to work with the fantastic back office support.

They are open to individuals with strong Financial Planning experience, with a year or two giving Financial Advice. They will support with further exams, but you must have your Level 4 Diploma in Financial Planning.

What’s in it for you:

  • Competitive Salary
  • Modern, local office
  • Fantastic back office support
  • Client leads

 

Skills and experience required:

  • Diploma in Financial Planning – Essential
  • Previous experience giving Financial advice (minimum 1 year) – Essential
  • Previous CAS – Desirable
  • Advocate relationships with clients – Desirable

 

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 Swansea on a Financial Advice 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.
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Job Title: Financial Adviser

Industry: Financial Planning

Location: Swansea

Salary: £25,000 – £35,000

Reference Number: 14740

Job Description:

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

This growing and well-establish Financial Planning firm are looking to take on a Financial Adviser who is able to take on existing clients, whilst being motivated and active in gaining new clients through networking.

They work with HNW clients in the local area and across South Wales, supporting them on Pensions, Investments, Protection and Mortgages. Post Covid-19 you will be out and about meeting with clients and using the office to work with the fantastic back office support.

They are open to individuals with strong Financial Planning experience, with a year or two giving Financial Advice. They will support with further exams, but you must have your Level 4 Diploma in Financial Planning.

What’s in it for you:

  • Competitive Salary
  • Modern, local office
  • Fantastic back office support
  • Client leads

 

Skills and experience required:

  • Diploma in Financial Planning – Essential
  • Previous experience giving Financial advice (minimum 1 year) – Essential
  • Previous CAS – Desirable
  • Advocate relationships with clients – Desirable

 

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 Swansea on a Financial Advice 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.
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