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Harpenden
Financial planner
Financial Adviser

Financial Adviser

Recruit UK

Posted 8 hours ago, valid for 3 days

Harpenden, Hertfordshire AL5 2UA, England

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

The job opportunity is for a Financial Adviser at a well-established financial advice company in Harpenden.
The position offers a competitive salary of £50,000 with additional benefits, including excellent bonus schemes and flexible working options.
Candidates are required to have a Level 4 Diploma (Dip PFS) or equivalent, and ideally, CAS status.
The role involves managing existing clients and developing a new client bank with full admin and paraplanning support provided.
This position is suitable for individuals looking to progress in their financial advisory career while working with clients who typically have £300k+ to invest.

Job Title: Financial Adviser

Industry: Financial Services

Location: Harpenden

Salary: £50,000

Job Ref: 9414

Job Description: Financial Adviser

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

Company:

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

Role:Financial Adviser

Working closely with Financial Planners, you will be dealing with existing clients and dealing with new client enquiries. You will offer clients quality independent financial advice and make recommendations on how to best meet their goals, managing and developing your own client bank. Full admin and paraplanning support.

What’s in it for you:

Competitive starting salary up to £50k+
Mentoring from Senior Advisers
Existing client bank
Client leads - Typical clients £300k+ to invest
Excellent bonus schemes (1 x Validation)
Excellent Benefits: DIS, Flex Bens, Pension
Flex working - office/home based
Administration support
Study support

Skills and experience required:

Level 4 Diploma (Dip PFS) or equivalent
Ideally CAS Status
Would suit someone looking to progress as a financial adviser wanting to take on existing clients plus grow their own client book

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 Harpenden on a Financial Adviser role.

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