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Financial Adviser

Recruit UK
Posted 8 hours ago, valid for 3 days
Location

Ipswich, Suffolk IP15BH, 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 Financial Adviser position is available with a reputable Wealth Management Company located in Ipswich, Suffolk.
  • The role offers a salary of up to £45,000 and requires at least one year of experience as a Financial Advisor.
  • Candidates should possess CAS status and a strong understanding of FCA regulations and compliance best practices.
  • The company provides excellent back-office support, including paraplanning and a compliance team, to facilitate the adviser's work.
  • This opportunity allows for long-term career progression while working with high-net-worth clients in a trusted firm.

Job Title: Financial Adviser

Industry: Wealth Management

Location: Ipswich, Suffolk.

Salary: Up to £45,000

Job Reference: 9413

Job Description:

Recruit UK is working on an excellent opportunity for a Financial Adviser to join a respectable Wealth Management Company. They are well respected in Ipswich and are firmly established.

They are actively seeking a Financial Adviser to join the current team with a possible client back to inherit. They have an excellent back-office support system.

As an adviser, 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:

  • 1 years plus Financial Advisor experience
  • CAS status
  • In-depth knowledge of FCA regulations, regulatory requirements, and compliance best practices.
  • Strong analytical skills and attention to detail
  • Excellent communication skills
  • Ability to work independently and collaboratively

Benefits:

  • Paraplanning support provided
  • Compliance team in place.
  • Long-term career progression opportunities

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 Ipswich 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.