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Financial Adviser

Recruit UK

Job Title: Financial Adviser

Industry: Financial Services

Location: Peterborough

Salary: £75,000

Job ref: 10442

Job Description: Financial Adviser

Recruit UK are working on an excellent opportunity for a Financial Adviser based in Cambridgeshire to join a leading UK Wealth Advice firm. This is an excellent opportunity to be part of a progressive and client-focused company with offices across the country and HNW clients across the region.

Managing existing clients and dealing with volume leads you will be providing ongoing advice and writing new business. You will play a vital role in helping clients make informed financial decisions through professional expertise, technical analysis and ongoing support so that financial goals are achieved with confidence.

Key Responsibilities: Financial Adviser

  • Deliver holistic financial advice to new and existing clients through face-to-face and virtual meetings.
  • Build and maintain long-term relationships, helping clients understand and achieve their immediate and ongoing financial goals.

What’s in it for you: Financial Adviser

  • Competitive Starting Salary up to £75k
  • Excellent Remuneration Package £100k+
  • Excellent benefits incl excellent holiday and Pension allowances
  • Regional offices
  • Existing HNW Bank, Volume HNW leads
  • Support to build your client book
  • Admin and Paraplanning support
  • Trusted brand

Skills and experience required: Financial Adviser

  • Ideally 2 years client facing Financial Advice Experience
  • Level 4 Diploma in financial advice, CAS & SPS
  • Good knowledge of financial planning

To apply for this job please visit www.reed.co.uk.

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