Junior Financial Adviser
Posted 8 hours 52 minutes ago by Recruit UK
Job Title: Junior Financial Adviser
Location: Harlow (Hybrid)
Salary: £35,000 to £60,000 plus bonus
Reference Number: 10482
Recruit UK is partnering with a well-established independent financial planning and wealth management firm that is expanding its adviser team in Norwich.
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.
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.
Responsibilities:
- Build and maintain long-term relationships with clients
- Identify clients' objectives, priorities and attitude to risk
- Provide suitable holistic financial advice
- Advise across investments, pensions, protection and retirement planning
- Work closely with the paraplanning, administration and compliance teams
What's in it for you:
- Salary up to £35,000 - £60,000 with attractive OTE
- 22 days' holiday plus bank holidays (increasing with service)
- Income protection, 4 x DIS
- Gym and cycle schemes
- Enhanced family leave
- Volunteering day
- Onsite parking
- Support with professional development
- In-house training and progression opportunities
- Paraplanning and administrative support
- Access to clients and leads
Skills and experience required:
- Level 4 Diploma in Regulated Financial Planning
- Full, clean UK driving license (Required)
- Strong relationship-building skills
- Strong technical knowledge of investments and pensions
- Comfortable working within a regulated environment
- Able to commute to the relevant office at least twice per week
Get in touch or apply online to find out more about this opportunity