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Independent Financial Adviser

Recruit UK
Posted 11 days ago, valid for 4 days
Location

London, Greater London EC1R 0WX

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

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  • The job opportunity is for a Junior Financial Adviser in London with a salary of up to £65,000.
  • The role involves working closely with Financial Planners, managing existing clients, and handling new client inquiries.
  • Candidates must possess a Level 4 Diploma (Dip PFS) or equivalent and have CAS Status.
  • The position offers full admin and paraplanning support, as well as mentoring from Senior Advisers.
  • This role is ideal for someone looking to progress in their financial advising career by growing their own client bank.

Job description

Job Title: Financial Adviser

Industry: Financial Services

Location: London

Salary: Up to £65,000

Job Ref: 9158

Job Description:

We are working on an excellent opportunity for a Junior Financial Adviser to join a well-established UK Financial Advice company with in London.

Company:

This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice.

Role:Financial Adviser

Working closely with Financial Planners, you will be dealing with some existing clients and new client enquiries. You will offer clients quality independent financial advice and make recommendations on how to best meet their goals, managing and developing your own client bank. Full admin and paraplanning support.

What’s in it for you:

· Competitive starting salary up to £60k

· Mentoring from Senior Advisers

· Client leads – Typical clients £300k+ to invest

· Excellent bonus schemes (1.2 x Validation)

· Excellent Benefits: DIS, Flex Bens, Pension

· Flex working - office/home based

· Administration support

· Study support

Skills and experience required:

· Level 4 Diploma (Dip PFS) or equivalent

· CAS Status

· Would suit someone looking to progress as a financial adviser wanting to take on existing clients plus grow their own client book

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 a well established Financial Advice firm, offices in London 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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.