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Job Title: Financial Planner
Industry: Wealth Management
Location: Great Yarmouth, Norfolk
Salary:£65,000 plus
Job Reference: 9400
Job Description:
Recruit UK is working on an excellent opportunity for an experienced Financial Adviser to join a respectable Wealth Management Company.
They are well respected in Norfolk and are firmly established.
They are actively seeking a Financial Advisor to join the current team and inherit a client bank after a successful buy out. They have an excellent back office support system.
As an experienced advisor, you should want to build relationships with the clients and help create a plan that’s right for them. The team you’d be joining currently are advising HNW and continue to expand their UK client base.
With a reputation for excellent client service, a transparent fee structure and top-tier service, you can feel confident knowing you’re working with a trusted name in the industry.
My client specialises in whole of market.
Skills and experience required:
- 3 years plus Financial Advisor experience
- CAS status
- In-depth knowledge of FCA regulations, regulatory requirements, and compliance best practices.
- Proven track record of onboarding new clients
- Strong analytical skills and attention to detail
- Excellent communication skills
- Ability to work independently and collaboratively
Benefits:
- Paraplanning support provided
- Compliance team in place.
- Client bank to Inherit
- Long-term career progression opportunities
- 23 days annual leave plus Xmas Closure
- Pension Contribution
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.
