Financial Adviser - Wilts - £45k-£50k

£45,000 - £50,000 yearly
  • Recruit UK
  • Wiltshire, UK
  • 13/11/2020
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

• Important: Please mention Financial Planning Today Jobs and reference number when applying for this role • 

Job Title: Financial Adviser

Industry: Financial Services

Location: Marlborough, Wiltshire

Salary: £45,000 – £50,000

Job reference: 15001

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Adviser to join a financial planning practice in Wiltshire.

This national wealth management and financial planning company with circa £2.8 billion AUM are looking to grow one of their offices in Wiltshire. They provide independent, specialist advice for their clients across areas such as pensions, retirement planning, inheritance tax, and investments.

Within this role, you will provide financial advice to clients and support them with the best route to reach their financial goals. In order to be successful, you have strong relationship building skills, will be able to research the marketplace on products and will deliver a bespoke, tailor-made service to your clients.

 

Duties will include but not be limited to:

  • Providing strategic advice on various products and services
  • Review client’s financial circumstances to understand their needs
  • Recommendations
  • Grow client base and build relationships
  • Keep financial knowledge updated inc FCA regulations and legislation

 

What’s in it for you?

  • Salary £45,000 – £50,000 d.o.e and qualifications
  • Bonus
  • 25 days holiday + bank holiday
  • Pension
  • Life Assurance
  • Company with excellent professional introducer relationships
  • Client-centric culture
  • Compliance and back-office support
  • Excellent exit strategy planning and support in the future

 

Skills and experience required:

  • Experienced as a financial adviser
  • Level 4 Diploma in Financial Planning as a minimum
  • Understanding of compliance, Data Protection, and Anti Money Laundering requirements
  • Understanding of FCA rules relating to advice
  • Enthusiastic and willing
  • Ability to manage own workload
  • Adapt to challenges and changes with efficiency and ease
  • Full driving license and car

 

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 is pleased to be working with a financial planning firm based in Wiltshire 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.

 

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

• Important: Please mention Financial Planning Today Jobs and reference number when applying for this role •