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Job Title: Financial Adviser
Industry: Wealth management
Location: Kimbolton, Cambridgeshire
Salary: Up to £45,000 (depending on experience)
Job Reference: 9754
I'm working on an excellent opportunity for an experienced Adviser who has knowledge of Employee Benefits to join a respectable Wealth Management Company.
They are looking to hire for the long-term, so have an excellent benefits package, treat their staff well and are able to offer professional development and career progression opportunities.
They are actively seeking a Paraplanner who wants to move into Financial Advising or an Adviser to join their team.
The successful applicant will be required to provide Financial Planning support, working within agreed business objectives.
Key Accountabilities:
- Have knowledge on Employee Benefits
- To assist the support team and compliance department when required
- Prepare suitability reports and summary of recommendations for processing team
- If a paraplanner then question the planner’s recommendations if applicable
- Learn and maintain an understanding of firms centralised investment proposition
- Ensure client records are maintained correctly on IO
Skills and experience required: Paraplanner
- Financial Advice or Paraplanning experience
- Level 4 Diploma
- Knowledge of Employee Benefits is ideal
Benefits:
- Salary up to £45,000, dependent on experience
- Private medical
- Hybrid Working
- Generous annual leave, plus bank holidays
- Pension contribution
- Career development
- Long-term career progression opportunities
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 Wealth Management firm based in Cambridgeshire on a Paraplanner role.
Our commitment to you:
- Recruit UK equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
- 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.
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