Junior Financial Adviser
hace 6 días
Westerham
Job Title: Junior Financial Adviser \n Location: Westerham (Hybrid) \n Salary: £35,000 to £60,000 plus bonus \n Reference Number: 10483 \n Recruit UK is partnering with a well-established independent financial planning and wealth management firm that is expanding its adviser team in Norwich. \n We are keen to speak with Level 4 Diploma-qualified financial services professionals, including paraplanners, trainee advisers, administrator, mortgage adviser, who are looking to take the next step into a client-facing financial advice role. \n This is an excellent opportunity to join a supportive business that offers comprehensive training, mentoring and ongoing development to help you build a successful career as a Financial Adviser. \n Responsibilities: \n\n • Build and maintain long-term relationships with clients\n, • Identify clients’ objectives, priorities and attitude to risk\n, • Provide suitable holistic financial advice\n, • Advise across investments, pensions, protection and retirement planning\n, • Work closely with the paraplanning, administration and compliance teams\n\n What’s in it for you: \n\n • Salary up to £35,000 - £60,000 with attractive OTE\n, • 22 days’ holiday plus bank holidays (increasing with service)\n, • Income protection, 4 x DIS\n, • Gym and cycle schemes\n, • Enhanced family leave\n, • Volunteering day\n, • Onsite parking\n, • Support with professional development\n, • In-house training and progression opportunities\n, • Paraplanning and administrative support\n, • Access to clients and leads\n\n Skills and experience required: \n\n • Level 4 Diploma in Regulated Financial Planning\n, • Full, clean UK driving license (Required)\n, • Strong relationship-building skills\n, • Strong technical knowledge of investments and pensions\n, • Comfortable working within a regulated environment\n, • Able to commute to the relevant office at least twice per week\n\n \n Get in touch or apply online to find out more about this opportunity