Financial Adviser

Recruit UK

Posted 7 hours ago, valid for 4 hours

Bishop's Stortford, Hertfordshire CM23 3BT, England

Full Time

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Sonic Summary

The job is for an experienced Financial Planner in the Wealth Management industry located in Bishop’s Stortford.
The position offers a salary of £55,000 and requires a minimum of 3 years of Financial Advisor experience.
The ideal candidate will have CAS status and a strong understanding of FCA regulations and compliance best practices.
The role involves servicing an existing client bank and building relationships to create tailored financial plans for clients.
Benefits include paraplanning support, a compliance team, and opportunities for long-term career progression.

ob Title: Financial Planner

Industry: Wealth Management

Location: Bishop’s Stortford

Salary: £55,000 plus

Job Reference: 9323

Job Description:

Recruit UK is working on an excellent opportunity for an experienced Financial Adviser to join a respectable Wealth Management Company.

They are well respected in Bishop’s Stortford and have been established for over 15 years.

They are actively seeking a Financial Advisor to join the current team who is determined and willing to service an existing profitable client bank. My client is firmly established and have a very strong client bank. As They have a good relationship with an external partner who constantly provide warm leads.

As an experienced advisor you should want to build relationships with the clients and help create a plan that’s right for them. So, the very first conversation will simply be listening to the clients circumstances, plans and aspirations. Following on from that the second meeting will be more detailed and understanding what the client has already in place.

My client specialises in most IFA areas.

Skills and experience required:

3 years plus Financial Advisor experience
CAS status
In-depth knowledge of FCA regulations, regulatory requirements, and compliance best practicesProven track record of onboarding new clients
Strong analytical skills and attention to detail
Excellent communication skills
Ability to work independently and collaboratively

Benefits:

Paraplanning support provided
Compliance team in place.
Long-term career progression opportunities

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a wealth management firm based in Basingstoke on a financial planning administration role.

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