Financial Adviser
other jobs Recruit UK
Added before 1 Days
- England,East of England,Cambridgeshire
- Full Time, Permanent
- £35,000 - £60,000 per annum
Job Description:
Full job descriptionFinancial Adviser - St Ives, Cambridgeshire
Salary: £35,000 to £60,000 (depending on experience)
Location: St Ives, Cambridgeshire
Working Pattern: Hybrid
About the OpportunityRecruit UK is partnering with a respected financial planning firm in St Ives that is looking to grow its adviser team. The business is open to speaking with both experienced Financial Advisers and Level 4 qualified professionals looking to take the next step in their careers.
You’ll join a supportive environment where advisers are backed by experienced paraplanners and administrators, allowing you to focus on delivering excellent client outcomes.
The RoleAs a Financial Adviser, you will:
*Build strong relationships with clients.
*Deliver holistic financial planning advice across pensions, investments and protection.
*Manage an existing portfolio of clients.
*Identify opportunities to grow your client bank.
*Conduct annual reviews and ongoing servicing.
*Work closely with dedicated paraplanning and administration support.
*Deliver compliant, high quality advice.
What They’re Looking For*Level 4 Diploma in Regulated Financial Planning.
*Advising experience or a desire to progress into advice.
*Strong interpersonal skills.
*Client focused mindset.
*Full UK driving licence.
What’s on Offer*£35,000 to £60,000 depending on experience.
*Hybrid working.
*Existing client bank.
*Full administrative support.
*Salary reviews linked to progression.
*Long term career development.
Salary: £35,000 to £60,000 (depending on experience)
Location: St Ives, Cambridgeshire
Working Pattern: Hybrid
About the OpportunityRecruit UK is partnering with a respected financial planning firm in St Ives that is looking to grow its adviser team. The business is open to speaking with both experienced Financial Advisers and Level 4 qualified professionals looking to take the next step in their careers.
You’ll join a supportive environment where advisers are backed by experienced paraplanners and administrators, allowing you to focus on delivering excellent client outcomes.
The RoleAs a Financial Adviser, you will:
*Build strong relationships with clients.
*Deliver holistic financial planning advice across pensions, investments and protection.
*Manage an existing portfolio of clients.
*Identify opportunities to grow your client bank.
*Conduct annual reviews and ongoing servicing.
*Work closely with dedicated paraplanning and administration support.
*Deliver compliant, high quality advice.
What They’re Looking For*Level 4 Diploma in Regulated Financial Planning.
*Advising experience or a desire to progress into advice.
*Strong interpersonal skills.
*Client focused mindset.
*Full UK driving licence.
What’s on Offer*£35,000 to £60,000 depending on experience.
*Hybrid working.
*Existing client bank.
*Full administrative support.
*Salary reviews linked to progression.
*Long term career development.
Job number 3921126
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...