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Financial Adviser

Recruit UK
Job LocationTaunton
EducationNot Mentioned
Salary£45,000 - £75,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Job Title: Financial AdviserIndustry: Financial ServicesLocation: Taunton, SomersetSalary: up to £75,000Reference Number: 14527Recruit UK are working on an excellent opportunity for a Financial Adviser in Taunton or Exeter to join an Independent Financial Planning firm.The opportunity has arisen due to a retiring adviser, therefore, there is an excellent client bank to inherit. These clients are based mostly in Taunton and Exeter, but stretch across Devon. You will receive the opportunity to manage your own diary and workload, to work from home or in the office which is based in Taunton. This client offers full back office support to their advisers and will ensure you’re all set up to delivery an exemplary experience to your clients.As outlined above this is an opportunity where you will manage your own workload, effectively being a field-based Financial Adviser with the flexibility to control your day. With nearly 30 years’ experience they’re able to offer guidance and support as needed to ensure you can drive your business forward and offer the best solutions to your clients. What’s in it for you:

  • Existing clients
  • Ongoing leads and support to continually grow your client bank
  • Competitive salary dependent on experience up to £75,000
  • You will receive a car allowance of £5,000 per annum
  • There is a defined bonus structure - through validation
  • Comprehensive benefits including pension and share options
  • Home based work set up support: laptop and phone
  • Full back office support (dedicated paraplanners, administrators and pension team)
  • You have the ability to ringfence pre existing clients that you wish to novate
  • You can join the firm on an employed or self-employed basis, and have the ability to amend in the future
    • Skills and experience required:
  • Level 4 Diploma
  • Chartered desirable although not essential
  • CAS status and experience providing Financial Advice
  • Ability and desire to develop new business
  • You must be well presented
  • You must be able to prioritise your own workload, work independently and be highly motivated.
    • 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 Planning firm based in Taunton 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

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