Financial Adviser

Recruit UK ,
Pencoed, Mid Glamorgan
More Details
Job Type: Full-time
Salary: £40,000 per annum

Overview

Job Title: Employed Financial Adviser Industry: Financial Services Location: Bridgend Salary: up to £60,000 (depending on level of experience and AUM) Reference Number: 14182 Job Description: Are you an experienced Financial Adviser looking for your next adventure in your career? Perhaps you are thinking of retiring in the next 5-10 years and want a great pre-agreed Buy-Out scheme? Recruit UK are working on an excellent opportunity for an Employed Financial Adviser in Bridgend to join an Independent Financial Advice firm. This family-run, professional firm is looking for an experienced Financial Adviser to join their ever-growing company. As a company, they focus on protections, pensions, investments, tax, and mortgages. They pride themselves on offering clients a professional, personal service and are never pushed into a sale. They are looking to take on an experienced Financial Adviser to work on an existing client bank. The perfect client will be expected to take the initiative to build their client bank through business development. You will be providing individuals with Financial Advice based on their individual circumstances, therefore you must be able to work closely with clients and build long-lasting relationships. This would be a perfect opportunity for a Financial Adviser who has a moderate transferable client bank that they would like to take with them on their next opportunity. This company would also be able to provide the adviser with the back-office support such as a paraplanner and administrator, to help offer clients with the best service possible. This could also be a great opportunity for a retiring Financial Adviser who is looking to work for the next 5 years and wants a pre-agreed buy-out exit. What’s in it for you: Negotiable salary depending on experience and transferable AUM Bonus structure based on the individual Join a growing and thriving company Administration and Paraplanning support Modern office, with board rooms for client meetings Support obtaining the Chartered qualification Skills and experience required: Level 4 qualified- Essential 5 to 10 years’ experience giving Financial Advice - Essential CAS status - Essential Self-sufficient in generating new business - Essential Existing client bank - Essential

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