Employed Financial Adviser

☞ Recruit UK

View: 112

Update day: 11-06-2024

Location: Chesterfield Yorkshire and the Humber

Category: Finance / Bank / Stock

Industry: Financial Services

Job type: Permanent, full-time

Salary: £35,000 - £45,000 p.a

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Job description

Job Title: Financial Adviser

Industry: Financial Planning

Location:Chesterfield

Job Reference:14473

Job Description:

Recruit UK is currently working with a reputable and well-established financial planning firm in a financial adviser role, in Chesterfield.

This leading financial planning company is offering an excellent opportunity for a financial adviser, that is looking for a role with excellent back office support, lead generation, and a client base to service.

This company pride itself in the quality of service and advice they provide their clients with, throughout their life journey and have long-term client relationships. They are based in the heart of Nottingham and are ready to bring on a new adviser to their successful practice, due to growth.

This is an excellent opportunity for an experienced adviser or a developing advisor who feels they would benefit from the unparalleled support.

Your goal will be to ensure clients make wise decisions to meet their financial goals, advise clients on current financial issues, customize client’s financial plans, build strong relationships to retain existing clients and build introducer relationships and generate new business.

What’s in it for you:

  • Generous salaries up to £45,000 (negotiable dependent on experience)
  • Lead generation support
  • Business development training
  • Clients to service provided
  • Pension contribution
  • Generous holiday
  • Car allowance
  • Life cover
  • Bonus scheme

Skills and experience required:

  • Level 4 Financial Planning Diploma (as a minimum)
  • Previous financial Planning/advice experience, ideally in an IFA or Wealth Management company
  • Excellent communication skills, both written and verbal
  • Background utilizing MS Office and CRM systems
  • Customer-orientated focus

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 an Independent Financial Advice firm based in Chesterfield 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.
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Deadline: 26-07-2024

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