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Financial Adviser

Recruit UK
Posted 17 hours ago, valid for 8 days
Location

Chelmsford, Essex CM3 4SX, England

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 job is for an experienced Financial Adviser at a well-established UK Financial Advice company located in Chelmsford.
  • The position offers a competitive salary of up to £75,000, with potential on-target earnings (OTE) of £80,000 to £100,000 plus bonuses.
  • Candidates should have at least 3 years of advice experience and hold a Diploma (Dip PFS) or equivalent qualification.
  • The role involves managing an existing high-net-worth (HNW) client bank and providing independent financial advice to clients.
  • The company offers excellent benefits, including flexible working options, full paraplanning and administrative support, and study support.

Job Title: Financial Adviser

Industry: Financial Services

Location: Chelmsford

Salary: Up to £75,000

Job Reference: 9494

Job Description:

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 Epsom.

Company:

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

Role:

Working closely with Financial Planners, taking over and managing an existing HNW client bank and dealing 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 £75k+
  • Team of Financial Adviser
  • Existing HNW client bank (Retiring IFA)
  • HNW Client leads - Typical clients -£500k to invest
  • Excellent bonus schemes - OTE £80k to 100k plus
  • Excellent Benefits: DIS, Flex Bens, Pension
  • Flex working - office/home based
  • IFA, Paraplanning, Compliance and Administration support
  • Study support

Skills and experience required:

  • Diploma (Dip PFS) or equivalent
  • Would suit adviser with atleast 3 years Advice experience

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 well established Financial Advice firm, offices in Chelmsford on a 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.
  • Never pester you.

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.