Financial Adviser - Midlands -£65k-£70k

£65,000 - £70,000 yearly
  • Recruit UK
  • Leamington Spa, UK
  • 27/07/2022
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

Job Title: Financial Adviser

Industry: Financial Planning

Location: Leamington Spa

Salary: Up to £70,000

Job Reference: 15757

Job Description:

Recruit UK is working on an excellent opportunity for a Financial Adviser to join an Independent Financial Advice practice in Leamington Spa.

This company aims to provide the highest standard of financial advice and believes that an important element of being able to deliver this quality of service, is because they are fully independent. They are able to explore all possible financial avenues and are able to compare and recommend various products and providers to suit the client’s needs specifically.

This role will predominantly be focused on you managing new inquiries and leads. They have a very niche website that generates very good quality HNW leads.

In addition to this, they also receive new inquiries via existing clients and referrals alongside this. Both the existing adviser and the director are at capacity and they need an additional adviser to assist in continuing the growth and success of the company.

What’s in it for you?

  • Salary dependent on skills and experience (Up to £70,000, higher salary negotiable)
  • Fantastic bonus scheme – no validation required to achieve a bonus
  • Strong lead support from existing new inquiries and existing clients/referrals
  • No expectation to bring clients
  • Generous holiday allowance
  • Full paraplanning and administration support
  • Pension contribution
  • Travel/mileage costs covered

Skills and experience required:

  • Level 4 Diploma financial planning diploma as a minimum (Level 6 is preferable)
  • Experience as a financial adviser in an IFA/Wealth Management firm
  • Networking skills and ability to business develop
  • Ideally someone with knowledge of IHT planning, advice at retirement age, and trustees (not essential, but desirable)

• Please mention Financial Planning Today Jobs when applying for this role •