Financial Adviser

Recruit UK

Posted 6 days ago, valid for 20 days

Burnley, Lancashire BB12, England

£28,000 - £33,600 per annum

Full Time

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Sonic Summary

The job is for a Financial Adviser at a well-established financial advice company located in Accrington, Lancashire.
The position offers a competitive salary of up to £65,000, with the potential for bonuses that can bring total earnings to over £100,000.
Candidates are required to have experience as a Financial Adviser, along with a Diploma (Dip PFS) or equivalent qualifications.
The role involves managing an existing client bank and handling new high-net-worth client enquiries, providing independent financial advice.
Additional benefits include flexible working options, full paraplanning and admin support, and a pension contribution of 5%.

Job Title: Financial Adviser

Industry: Financial Services

Location: Accrington, Lancashire

Salary: Up to £65,000

Job Ref: 9442

Job Description: Financial Adviser

Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a well-established UK Financial Advice company with offices in Accrington, Lancashire.

Company:

This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice.

Role: Financial Adviser

To manage an existing client bank and deal with new HNW client enquiries. You will provide clients independent financial advice and make recommendations on how to best meet their goals. Managing and developing your own client bank. Full paraplanning and admin support.

What’s in it for you:

Competitive starting salary up to £65k
Excellent bonuses - OTE £100k+
Regular salary reviews
Existing client bank
HNW Client leads - Typical client £500k to invest
Excellent Benefits: DIS, Flex Bens, + 5% Pension contribution
Flex working - office/home based
IFA, Paraplanning, Compliance and Administration support
Study support

Skills and experience required:

Diploma (Dip PFS) or equivalent
Experience as a Financial Adviser, SPS & CAS Status

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