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Financial Adviser

Recruit UK
Posted 6 days ago, valid for 15 days
Location

Bristol, City of Bristol BS6 5EX

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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  • Our client is an award-winning Chartered Financial Planning firm in the UK seeking a Financial Adviser for the Bristol & South Wales areas.
  • The role involves providing financial advice to an existing client bank and primarily focuses on client servicing.
  • The starting salary for this position is £50,000, with additional benefits including quarterly bonuses and ongoing study support.
  • Candidates must have a minimum of 3 years of experience as a Financial Adviser and be working towards or have achieved chartered status.
  • The firm offers paraplanning and admin support, making it a fantastic opportunity for career advancement in financial planning.

Our client is award-winning and one of the Largest Chartered Financial Planning firm’s in the UK. They are looking for a Financial Adviser to cover the Bristol & South Wales areas.

You will be providing Financial Advice to an existing client bank. This is mainly a client servicing position. You will receive paraplanning and admin support.

This is a fantastic opportunity to work for a nationwide and prestigious company and excel your career as a financial planner.

What’s in it for you:

· Starting salary £50,000

· Client bank provided, circa £150k ongoing fees

· Quarterly Bonuses

· Head Offices in Midlands

· Pension Contribution

· Private Medical Insurance

· DIS

· Ongoing study support and support with exam

Skills and experience required:

  • Diploma (Dip PFS) or equivalent
  • Experience as a Financial Adviser, SPS & CAS Status
  • Minimum experience advising 3 years, ideally 5 years plus.
  • The candidate will need to be working towards or have achieved chartered status.

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 are pleased to be working with a leading Financial Advice Company based in Burnley on a Junior Paraplanner 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.

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.