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Financial Adviser

Financial Adviser

Recruit UK

Posted 5 days ago, valid for 20 days

Dundee, City of Dundee DD4 9FA

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

The job opening is for a Financial Adviser at a well-established financial advice company located in Dundee.
The position offers a competitive salary of up to £65,000, with potential earnings exceeding £100,000 through bonuses.
Candidates should have experience as a Financial Adviser, along with a Diploma (Dip PFS) or equivalent qualifications.
The role involves managing an existing client bank and providing independent financial advice to high-net-worth clients.
Additional benefits include flexible working options, full paraplanning and administrative support, and a 5% pension contribution.

Job Title: Financial Adviser

Industry: Financial Services

Location: Dundee

Salary: Up to £65,000

Job Ref: 9443

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 Dundee.

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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