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Financial adviser

Birmingham (West Midlands)
JR United Kingdom
Financial advisor
€60,000 - €80,000 a year
Posted: 10 June
Offer description

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Job Title:

Independent Financial Adviser


Job ref:

9706


Job Description: Financial Adviser

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


Role: Financial Adviser

Manage an existing book of HNW clients. You will 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. Currently, Recruit UK is pleased to be working with a well-established UK Independent Financial Advice firm based in Leamington Spa 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 of the UK with a local touch through our regional teams
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