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Financial Adviser

Recruit UK
Posted a day ago, valid for 21 days
Location

Hereford, Herefordshire HR2 9NH, 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 a Financial Adviser in the financial services industry, located in Hereford.
  • The position offers a competitive salary of up to £65,000, with potential on-target earnings of £80,000 to £100,000+ through bonuses.
  • Candidates are required to have a Diploma (Dip PFS) or equivalent, along with experience as a Financial Adviser and hold SPS & CAS Status.
  • Responsibilities include managing and developing a client bank, providing independent financial advice, and working with high-net-worth clients.
  • The company provides full paraplanning and admin support, along with flexible working options and excellent benefits including a pension contribution.

Job Title: Financial Adviser

Industry: Financial Services

Location: Hereford

Salary: Up to £65,000

Job Ref: 9524

Job Description:

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

Company:

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

Role:

To deal with in house new HNW client enquiries and build a client book with the teams assistance. 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 provided.

What’s in it for you:

  • Competitive starting salary up to £65k
  • Excellent bonuses - OTE £80k - £100k+
  • Regular salary reviews
  • 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

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 Hereford and Pontypool 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.