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Financial Adviser

Recruit UK
Posted 19 days ago, valid for 10 days
Location

Northampton, Northamptonshire NN68AX, England

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鈥檚 services as part of the process. By submitting this application, you agree to Reed鈥檚 Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The job is for a Self Employed Financial Adviser in Northampton and Milton Keynes with earnings starting at 拢50,000.
  • The position requires candidates to have a Level 4 Diploma in Financial Planning and relevant financial advice experience.
  • The role involves managing an existing client book of approximately 拢20 million in funds under management.
  • Candidates will benefit from ongoing fees from day one and will receive leads from existing introducers and seminars.
  • The firm offers full back office support, flexible home working, and study support to help advisers achieve Chartered status.

Job Title: Financial Adviser

Industry: Financial Services

Location: Northampton

Earnings: 拢50,000

Reference Number: 9638

Job Description: Financial Adviser

Recruit UK are working on an excellent opportunity for a Self Employed Financial Adviser in Northampton and Milton Keynes to join a well-established Financial Advice Firm.

Due to growth this prestigious and cutting-edge firm are looking to take on an experienced Financial Adviser. They are a well-established company, they provide advice across the board to a variety of clients, including both MA And HNW clients.

You will be managing and developing an existing client book providing expert advice on suitable investments, private pensions, tax planning, and insurance products and providing a valuable service to work with clients and companies in the UK - predominantly in the Northampton and Milton Keynes areas.

You will be allocated an existing client book c拢20mil FUM and will benefit from a proportion of the ongoing fees from day one c拢50k+ pa. You will service these existing clients and look to build relationships not only with the clients in question, but continue to business develop as well from there.

You will work with the existing in-house team, including administrators and paraplanners.

Earnings/Benefits: Financial Adviser

路 Competitive earnings (Day one) - from both new and ongoing fees

路 Client book to inherit immediately - receive proportion of ongoing fees

路 Leads provided - Existing introducers, Seminars etc

路 Competitive Fee Splits

路 Full back office support

路 Flexible home working

路 Reputable financial planning firm

路 Study support to Chartered

Skills and Experience Required: Financial Adviser

路 Level 4 Diploma in Financial Planning

路 Financial Advice experience

路 Relationship-building skills

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 a UK Wealth Management Firm in Farnborough on a Paraplanner 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鈥檒l 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鈥檚 services as part of the process. By submitting this application, you agree to Reed鈥檚 Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.