Independent Financial Adviser
Salary
40,000 - 60,000
Location
Stoke-on-Trent
Job Type
Full Time|Work From Home
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Job Title: Independent Financial Adviser
Industry: Financial Advice
Location: Stoke-On-Trent
Earnings: £40,000 – £60,000
Reference Number: 14333
Job Description:
Recruit UK are working on an excellent opportunity for an Independent Financial Adviser in Stoke-On-Trent to join a Chartered Independent Financial Advice Firm
We are representing excellent wealth management, the chartered independent firm who provide the highest level of technical financial planning. They provide specialist advice and guidance to companies, individuals, trustees and charities in the areas of Investment & Retirement Planning, Employee Benefits, Tax planning including IHT, Long Term Care fee advice and Lifetime cash flow planning.
The company have a substantial client base. They are growing and they are successfully increasing their gross annual revenue and are developing a secure and stable environment that is friendly and supportive. They take pride in the many client referrals they receive from professional firms such as Accountants, Solicitors and other similar organisations, along with many new introductions being recommended from their existing clients.
Our client has a regional presence and they are currently seeking a Level 4 Diploma qualified financial adviser, CAS Status and SPS with good experience managing and developing a client bank to join their firm to provide whole of market financial advice on Pensions, Protection and Investments.
This is a great proposition that is offering guaranteed access to an existing client bank. Therefore it is not necessary to have an existing client bank, but if you do, our client can offer a smooth transition in transferring them and competitive terms.
All advisers at the firm receive full professional support from a dedicated Paraplanning and Administration team, releasing their adviser’s time to focus on building a strong business. You will not be expected to work to unrealistic targets
Who would be suitable for this opportunity?
Skills and Experience Required:
- Level 4 Diploma qualified professionals
- Holistic financial planning to existing and prospective clients in a compliant manner whilst adhering to the FCA principles of TCF
- Help develop professional connections and instructions to the business
- Have a strong commitment to providing excellent customer service in order to ensure long term relationships with clients.
- Have a proactive work ethic.
- Have the ability to work independently to develop client solutions with excellent interpersonal and communication skills
- Provide regulated independent financial advice
- Have drive and knowledge to be able to further their skills and qualifications as the market changes.
- Strong relationship building skills who can effectively work home/office-based and are prepared to travel across the region to meet with clients to generate and grow their business without being micromanaged.
- Competitive Salary (Negotiable) + Uncapped Bonuses
- Existing client bank + Client leads
- Access to various professional connections
- Uncapped bonuses based on performance
- Validation 2.5 x basic salary + 30% over + pension, and mileage covered
- Study and Exam support towards Chartered
- 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.