Desk-Based Adviser - Will accept applications from Trainee Financial Planners

£40,000 yearly
  • Recruit UK
  • Dorset / Hampshire
  • 09/06/2020
Full time Financial Adviser / IFA

Job Description

Job Title: Desk-Based Adviser

Industry: Financial Services

Location: Dorset / Hampshire

Salary: £40,000

Reference Number: 14743

Job Description:

Do you have a passion for advice and are looking for an opportunity to kick start your career? Have you given advice but are wanting to take a step away from the face to face advice? Are you wanting to further develop your knowledge and experience in a thriving office environment?

Recruit UK are working on an excellent opportunity for a Financial Adviser in Dorset / Hampshire to join a Wealth Management Company.

The purpose of this position is to act as an ambassador for the company in the provision of financial advice to retail and corporate clients. They provide a structured proposition, tailored to the customer’s needs and always provide advice to the highest standard.

Trust, value and respect are at the core of their culture and apply equally to the team members as to their customers. They are independent and always seek to provide the most appropriate solutions for clients. It is important to them that the customers are listened to and receive a genuine, bespoke service they can trust.


What’s in it for you:

  • Performance-related bonus
  • The chance to be trained in becoming a specialist financial planner.
  • 100% of clients to work with – no business development
  • Back office support provided
  • Excellent lead generation
  • Full support for professional qualifications


Skills and experience required:

  • Level 4 Financial Planning Diploma
  • That has a pleasant and articulate telephone manner with the ability to communicate effectively at all levels
  • Experience of providing regulated financial advice to clients and the ability to build and maintain close professional relationships.
  • Knowledge and understanding of the FCA’s regulatory and compliance procedures including record keeping requirements.
  • A willingness to work closely with the firms support functions in order to provide the best possible outcomes for clients.
  • The ability to demonstrate that you are a person of the highest integrity and that you are ‘fit and proper’.
  • Previous experience in Financial Services
  • Ambition and motivation
  • Excellent communication skills


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 Wealth Management Company based in Dorset / Hampshire on a Desk Based Financial Adviser role.