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Financial Adviser - Home Based

Recruit UK
Posted 17 hours ago, valid for 14 days
Location

Thetford, Norfolk IP264NJ, England

Salary

£60,000 - £120,000 per annum

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 Planner with a reference number of 9048, based in the UK and home-based.
  • The position offers a salary of £60,000 with a first-year OTE of £120,000.
  • Candidates must have at least 5 years of experience advising high-net-worth private wealth clients and possess a Level 4 Financial Advice Diploma.
  • The role focuses on engaging and converting new clients, supported by a dedicated team handling technical research and client management.
  • The company provides excellent benefits, including a 14% pension contribution, medical cover, up to 31 days of holiday, and professional development support.

Job Title: Financial Planner

Ref: 9048

Location: UK Wide (Home Based)

Salary: £60,000 with first year OTE of £120,000

Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can demonstrate a proven track record of winning new clients.

They will provide a consistent flow of client leads across the UK with your role being focused engaging and converting clients. You will receive support from a dedicated team of professionals who will take care of the technical research, client support and ongoing relationship management, freeing up your time to focus on new business. Meetings are a mixture of video and in-person so there is no requirement to be in the office.

What’s in it for you?

On top of a first year OTE of £120,000, they will provide a clear route to double your earnings with evidence from the existing team.

They also offer excellent benefits which include the following:

  • 14% company pension contribution
  • Dental and medical cover
  • Up to 31 days holiday
  • Competitive maternity and paternity policy
  • Support with professional development

Requirements:

  • Level 4 Financial Advice Diploma (CII, CISI, LIBF)
  • 5+ years experience advising HNW private wealth client
  • Strong presentation skills
  • Proven track record of onboarding new clients

If you are a driven, highly motivated individual who wants a role where your hard work will be reflected in your remuneration then get in touch to find out more about this opportunity.

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.

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.