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Financial Planner

Posted 7 hours 29 minutes ago by Recruit UK | Certified B Corp

Permanent
Not Specified
Other
West Midlands, United Kingdom
Job Description

Job Title: Financial Planner

Industry: Financial Planning

Location: Home-based - covering Liverpool, Midlands, and Wales

Salary: up to £55,000 + bonus

Job reference: 9662


Job description:

Recruit UK are currently recruiting for an exceptional opportunity, for a financial adviser to join a leading wealth management firm, as a Financial Planner. This home-based role will take over a well-established book from a retiring adviser.


What's in it for you:

  • Salary up to £55,000
  • Bonus
  • Car allowance
  • Client bank to inherit and service
  • Fully remote and home-based role
  • Full back-office support


Skills and experience required:

  • Experienced adviser with at least 2+ years in a client-facing advice role.
  • Level 4 qualified (Diploma in Financial Planning - CII or LIBF)
  • Comfortable working remotely and independently
  • Strong communication and relationship-building skills


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 Advice firm on a home-based 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.

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