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Financial Adviser

Recruit UK
Posted 10 hours ago, valid for 7 days
Location

Newcastle Upon Tyne, Northumberland NE19 2BG, England

Salary

£40,000 - £48,000 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 job title is Financial Adviser located in Newcastle with a salary range of £30,000 - £35,000 plus a generous bonus scheme.
  • This independent financial advice practice is seeking a Level 4 Diploma Qualified individual with experience in advising and CAS status.
  • The firm emphasizes a client-first approach and offers excellent support, including leads, compliance, paraplanning, and administration.
  • Advisers will benefit from a strong lead generation model and flexible working arrangements, with the opportunity to work from home.
  • Candidates are not required to have a client bank, but networking abilities are advantageous, and the company promotes a positive culture with social events.

Job Title:?Financial Adviser

Location: Newcastle

Salary: £30,000 - £35,000 + generous bonus scheme

Job reference: 9346

Job Description:

Recruit UK is working on an excellent opportunity for a Financial Adviser to join an Independent Financial Advice practice.

This independent and directly authorised firm is looking for a new individual to join their thriving company. They always look to put clients’ needs first and are looking for someone with a like-minded approach to join their fantastic team. They’re looking to hire at a sustainable rate, ensuring that when advisers join, they receive all the support they need, equally important is ensuring their positive culture and admirable values remain at the heart of the firm. Due to the ongoing success of the practice, they’re looking for another home-based adviser to join them.

They’re offering an employed opportunity with leads provided and some clients to help kick start your journey. They’ve an excellent lead generation model that they pay for, and this certainly keeps their advisers busy. With an in-house leads team that book meetings with hot conversable leads, it cannot be easier for the advisers to build a client base! You’ll also benefit from full compliance, paraplanning and administration support at no cost.

What’s in it for you?

  • Basic salary up to £35,000
  • 30% bonus paid monthly on business written/recurring income (3 x validation)
  • Benefits inc: Pension, DIS, Holiday, Mileage covered, Flexible hours/days
  • Company with excellent lead generation model
  • A firm that builds its own funds and has good rates with providers
  • Simple transition period for advisers and their clients (should you have some to novate, this is not necessary)
  • Working from home
  • Buyout arrangements and exit strategy support
  • Fantastic culture with 2 company-wide socials per year

Skills and experience required:

  • Level 4 Diploma Qualified
  • Experience of advising (CAS status)
  • Must buy into the firm beliefs, clients will always come first
  • No need to have a client bank however advantageous to have a following and networking abilities

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 are pleased to be working with an Independent Financial Advice firm on a Financial Adviser role.

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.