Financial Planner

Recruit UK ,
Paignton, Devon
Job Type: Full-time

Overview

Job Title: Financial Planner Industry: Financial services Location: Paignton, Devon Salary: Self Employed Reference : 14676 Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser in Paignton 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 financial adviser. This medium sized practice has two offices you’re able to work from. They have an excellent support team, efficient systems and processes to ensure you’re able to concentrate on your clients. 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 - Back office and technical support - Competitive splits including 70/30 on IAF and OAF (own clients) - PI covered whilst in probation Skills and experience required: - Level 4 diploma in financial planning - Essential - Have worked within the financial services sector for the last 2 years - Desired - Current Financial Adviser - Essential - Own clients to novate - 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 Paignton 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.