Financial Adviser - Employed - £40k to £60k

£40,000 - £60,000 yearly
  • Recruit UK
  • Cheltenham, UK
  • 09/06/2020
Full time Financial Adviser / IFA

Job Description

Job Title: Financial Adviser

Industry: Financial Planning

Location: Cheltenham

Salary: £40,000 - £60,000

Job reference: 14745

 

Job Description:

Recruit UK are currently working with a reputable and well-established financial planning firm on a financial adviser role, in Cheltenham.

 

This is an excellent opportunity for a financial adviser looking for a new challenge and opportunity that can provide excellent support with leads and can allocate clients for you to service. This company offer whole of market independent holistic advice, offer quality advice and have long-term clients and a great brand in the industry.

 

If you are looking for a new role within a brilliant local firm, that can offer substantial support with marketing, back office support, leads and clients, then contact me direct or apply today.

 

What’s in it for you:

  • Flexible home and office working - opportunity to work from the Worcester office or from home
  • Full back office support from a dedicated team based in their head office
  • Basic salaries between £40,000 - £60,000 depending on experience and qualifications
  • Generous bonus scheme
  • Ongoing salary increases dependent on performance
  • An available client bank will be provided with recurring revenue of circa £100,000
  • Leads will be provided from the company’s marketing activities
  • Ongoing exam support and career professional development
  • Substantial holiday allowance plus bank holidays

 

Skills and experience required:

  • Financial Planning/advice experience, ideally in an IFA
  • Level 4 Financial Planning Diploma (CII, LIBF, etc.)
  • Rapport building skills
  • Self-motivated and driven

 

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 Advice firm based in the Cheltenham 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 job 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.