Financial Adviser

Posted 25 January by Recruit UK

Job Title: Financial Adviser

Industry: Financial Services

Location: UK WIDE

Salary: OTE £120,000+

Job reference: 15025

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Adviser to join an Independent Financial Advice practice.

This independent and directly authorised firm is looking for a new individual to join their thriving company. They’ve been very successful and this opportunity is an excellent chance for an adviser to build and develop themselves further.

They’re looking for advisers that buy into their beliefs and model, their number one priority is their clients. They’re efficient at looking after clients and providing advisers with new clients - this means this opportunity is great should you want to grow with the business.

They’re looking to grow at a sustainable rate, ensuring that individuals that join receive all the support they need and that the culture and values remain at the heart of the firm.

They’re offering a self-employed package with leads provided. They’ve an excellent lead generation model that they pay for and this certainly keeps their advisers busy. With an in-house leads team that book meetings it cannot be easier for advisers to keep new business coming in!

What’s in it for you?

  • Company with excellent lead generation model
  • Firm that build own funds and have good rates with providers
  • Simple transition period for advisers and their clients (should you have some to novate)
  • In-house booking team
  • Paraplanning and administration (at small cost)
  • Compliance support
  • Working from home (unless near Head Office then office space available)
  • Splits up to 70/30
  • Will offer retainer / short term employed contract if required
  • Intelligent Office is their back office system
  • Buy out arrangements and exit strategy support

Skills and experience required:

  • Level 4 Diploma Qualified
  • Experience of advising
  • Must buy into firms beliefs, clients will always come first
  • No need to have client bank however advantageous to have a following

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 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 jobs 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.

Application questions

Are you a Diploma qualified Financial Adviser?
Do you have / held CAS/SPS in the last 3 years?
Are you open to a self-employed role?

Reference: 41435270

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