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Job Location | Corsham |
Education | Not Mentioned |
Salary | £40,000 - £100,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
Job Title: Financial PlannerIndustry: Financial servicesLocation: CorshamSalary: Self EmployedReference: 14680Recruit UK are working on an excellent opportunity for a Financial Adviser in Bristol to join a Wealth Management Firm as a Financial Adviser.We are working with a FTSE 100 financial services firm that offers a wide range of wealth management services. Due to the continued growth of the business and continued growth of the wealth of their clients they are now looking to take on a financial adviser.A very successful SME financial planning firm in Corsham are looking to expand their team! Currently one financial planner with back office support, looking for someone who has a strong character, who is determined to be a successful financial adviser. Opportunity to take on an existing client bank with full training and development provided.This is a self-employed opportunity with 70/30 split on your own clients with anything passed from the business being a 50/50 split.This role would suit someone who is a level 4 qualified individual, a trainee financial planner or mortgage adviser.Duties will include but will not be limited to: - Building on existing relationships with clients- Seeking opportunities to bring in new business to the firm- Using your entrepreneurial flair to develop your own personal brand as a financial plannerWhat’s in it for you: - Back office and technical support- opportunity to take on existing client bank- Competitive splits including 70/30 on IAF and OAF (own clients)- PI covered whilst in probationSkills and experience required: - Level 4 diploma in financial planning - Essential- Have worked within the financial services sector for the last 2 years - Desired- Own clients to novate - Desirable- Aspire to become a successful financial plannerAbout 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 a Wealth Management Firm based in Corsham on a Financial Planning 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 job 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 Required skills
Keyskills :
Adviser Financial Planning Financial Services Planner Wealth Management