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Independent financial advisor

Preston (Lancashire)
Freelance
Recruit UK | Certified B Corp™
Independent financial advisor
€60,000 - €80,000 a year
Posted: 11 June
Offer description

5 days ago Be among the first 25 applicants


Recruit UK | Certified B Corp provided pay range

This range is provided by Recruit UK | Certified B Corp. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.


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Direct message the job poster from Recruit UK | Certified B Corp


Senior Financial Services Recruitment Specialist @Recruit UK | Looking after the North West & Surrounding Areas

Recruit UK is working on an excellent opportunity for a Financial Adviser in Preston to join a leading UK-wide Independent Financial Advice firm. This is an excellent opportunity to be part of a progressive, client-focused, financial planning-led wealth management firm dealing with HNW clients across Preston and surrounding areas.

Role: Financial Adviser

Manage an existing book of HNW clients. Understand your clients' current and future financial goals and formulate easy-to-understand financial strategies, guiding your clients to financial independence.

This role offers home-based/remote working with access to office locations if preferred. There is an expectation to attend face-to-face client meetings.

The earnings potential is significant. Candidates will need to be ambitious, resourceful, and have the right work ethic.

What’s in it for you: Financial Adviser

* Home-based, access to regional offices
* Competitive support to build your client base and future value
* End-to-end in-house client journey and back-office support with full admin and paraplanning support
* Client-centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture
* Platform to deliver efficient and cost-effective solutions
* Established Practice Buy Out option on exit
* Consultative marketing support

Skills and experience required: Financial Adviser

* Level 4 Diploma in Financial Advice, CAS & SPS
* Good knowledge of financial planning

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or trying to fill a role. We have a reach of more than 100,000 financial services connections. Recruit UK is pleased to be working with a well-established UK Independent Financial Advice firm based in Preston on an Independent 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 UK with a local touch through our regional teams
* Never pester you


Seniority level

* Mid-Senior level


Employment type

* Full-time


Job function

* Finance

Referrals increase your chances of interviewing at Recruit UK | Certified B Corp by 2x

Get notified about new Independent Financial Advisor jobs in Preston, England, United Kingdom.

Recent locations: Southport, Bootle, Greater Manchester

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