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Financial Adviser

Recruit UK
Posted 10 days ago, valid for 7 days
Location

Chorley, Lancashire PR7, England

Salary

£25,000 - £30,000 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 job is for an experienced Financial Adviser at a well-established wealth management firm in Chorley, Lancashire.
  • The position offers a starting salary of £50,000 with an OTE of £75,000, including a client retention bonus.
  • Candidates must have a Level 4 Diploma in Regulated Financial Planning and previous experience in regulated financial advice.
  • The role involves managing and developing an existing client bank and providing quality financial planning services, primarily from home.
  • Applicants should have relevant experience and a passion for making financial planning accessible to clients.

Job Title: Financial Adviser

Industry: Financial Planning

Location: Chorley

Salary: £50,000

Job Reference: 9383

Job Description:

Recruit UK is working on an excellent opportunity for an experienced financial adviser to join a well-established, independent, wealth management firm based in Lancashire.

The firm in question is passionate about making financial planning accessible to everyone. They add real value to their clients’ lives, by allowing people to live their authentic lifestyles without financial worries.

As an experienced financial adviser, you will join a strong advice team, you will receive full professional support. Manage and develop an existing client bank. Offering clients a quality financial planning advice service. Working mainly home based with access to offices in Lancashire.

Benefits:

  • Starting salary c£50,000 OTE £75k (incl client retention bonus)
  • Central/North Lancashire offices
  • HNW Client bank approx. 150 households - £20/£25million AUM
  • 25 days holiday, including Christmas closure
  • Private Health
  • DIS
  • Employee Ownership

Skills and experience required:

  • Level 4 Diploma in Regulated Financial Planning
  • Regulated Financial Advice experience, CAS / SPS

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 financial planning firm based in Lancashire on an experienced financial adviser role.

Our commitment to you:

  • Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
  • 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.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

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.