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Recruit UK
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Exeter, Devon
Financial Planner
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Job Type: Full-time |
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Overview
Job Title: Mortgage Adviser / Financial Plann er Industry: Financial services Location: Exeter Salary: Self Employed Reference : 14675 Job Description: Are you a Level 4 Qualified Mortgage adviser looking for a helping hand into the world of Financial Planning? Recruit UK are working on an excellent opportunity for a Mortgage Adviser in Exeter 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 Mortgage and Protection adviser, or an adviser with their Level 4 Diploma seeking an ambitious firm. 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 planner What’s in it for you: - Access to an existing client bank - Full training and support - Back office and technical support - Cashflow funding available initially to support as you embed into the firm Skills and experience required: - Level 4 diploma in financial planning - Essential - Have worked within the financial services sector for the last 2 years - Desired - Mortgage and Protection Adviser - Desirable - Aspire to become a successful financial planner 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 a Wealth Management Firm based in Taunton 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.