Financial Planner
other jobs Recruit UK
Added before 6 Days
- Wales,Cardiff
- Full Time, Permanent
- £50,000 - £60,000 per annum
Job Description:
Full job descriptionJob Title: Financial Adviser
Industry: Financial Planning
Location: Cardiff / Swansea
Salary: £50-60,000 OR self employed
Job Reference: 10573
Job Description:
Recruit UK are working on an exciting opportunity for a Financial Adviser to join a Financial Planning firm.
Our client is a boutique and successful financial planning firm who are fully independent and directly authorised. They have a client book and flourishing client lead source that they are looking for support with. They can offer both self employed and employed contracts depending on your preference and they use a leading compliance firm for all their regulatory needs.
Whether you have 2 years, or 20 years experience, this role could be perfect for you! They also have in house mortgage and protection advisers who you can work closely alongside to ensure clients are offered a holistic level of advice. You don’t need to be tied to an office either, and can work more remotely, from home and seeing clients, if this suits you best.
Benefits:
*Employed or Self employed contracts available
*Hybrid working, or predominately remote working if preferred
*Clients/leads
*25 days holiday
*Christmas closure
*Private medical insurance
*5% employer pension contribution
*Progression opportunities to specialist mortgage or Financial Planning (investments/pensions)
Skills and experience required:
*Experience working in a Financial Planning Adviser position essential, in an independent firm ideal
*Extensive experience managing and building strong relationships
*Good knowledge of UK market and FCA regulations
*Level 4 Diploma minimum, working towards Chartered added bonus
Industry: Financial Planning
Location: Cardiff / Swansea
Salary: £50-60,000 OR self employed
Job Reference: 10573
Job Description:
Recruit UK are working on an exciting opportunity for a Financial Adviser to join a Financial Planning firm.
Our client is a boutique and successful financial planning firm who are fully independent and directly authorised. They have a client book and flourishing client lead source that they are looking for support with. They can offer both self employed and employed contracts depending on your preference and they use a leading compliance firm for all their regulatory needs.
Whether you have 2 years, or 20 years experience, this role could be perfect for you! They also have in house mortgage and protection advisers who you can work closely alongside to ensure clients are offered a holistic level of advice. You don’t need to be tied to an office either, and can work more remotely, from home and seeing clients, if this suits you best.
Benefits:
*Employed or Self employed contracts available
*Hybrid working, or predominately remote working if preferred
*Clients/leads
*25 days holiday
*Christmas closure
*Private medical insurance
*5% employer pension contribution
*Progression opportunities to specialist mortgage or Financial Planning (investments/pensions)
Skills and experience required:
*Experience working in a Financial Planning Adviser position essential, in an independent firm ideal
*Extensive experience managing and building strong relationships
*Good knowledge of UK market and FCA regulations
*Level 4 Diploma minimum, working towards Chartered added bonus
Job number 4093734
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
At Recruit UK, we do more than just find you a job, we guide you every step of the way to ensure you secure the right role for you. With over 18 years...