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Financial Adviser

Recruit UK
Posted 19 days ago, valid for a month
Location

Beaumaris, Anglesey LL58 8NW, Wales

Salary

£30,000 - £36,000 per annum

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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’s services as part of the process. By submitting this application, you agree to Reed’s 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 position is for a Self Employed Financial Adviser in North Wales with competitive earnings potential.
  • Candidates should have at least a Level 4 Diploma in Financial Planning and relevant financial advice experience.
  • The role involves providing expert advice on investments, pensions, tax planning, and insurance products.
  • Successful candidates will inherit an existing client bank and will have the opportunity to build further relationships.
  • The expected earnings are between £50k and £60k+, with the flexibility of a remote, home-based work environment.

Job Title: Self Employed Financial Adviser

Industry:?Financial Services

Location:North Wales

Earnings:?Competitive earnings

Reference Number:?9450

Job Description: Financial Adviser

Recruit UK are working on an excellent opportunity for a Self EmployedFinancial Adviser in North Wales to join a well-established Financial Advice Firm.

Due to succession planning this prestigious and cutting-edge firm are looking to take on an experiencedFinancial Adviser. They are a well-established company in the area, they provide advice across the board to a variety of clients, including both MA and HNW clients.

The role will involve providingexpert advice on suitable investments, private pensions, tax planning, and insurance products and providing a valuable service to work with clients - predominantly in the North Wales area.

You will be allocateda substantial existing client bank to service from the initial. You will service these existing clients and look to build relationships to develop from there.

You will have the opportunity to work with administrators and paraplanners.

Earnings/Benefits: Financial Adviser

  • Competitive earnings- Employed position considered
  • OTE £50k - £60k+
  • Client bank to inherit immediately
  • Competitive Fee Splits
  • Remote role - home based
  • Reputable financial planning firm

Skills and Experience Required: Financial Adviser

  • Level 4 Diploma in Financial Planning
  • Financial Advice experience
  • Relationship-building skills

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