Financial Adviser
AI Summary
An Independent Financial Adviser delivering financial planning and wealth management advice, building client relationships, and working with a paraplanning team to ensure high-quality advice.
About this role
Financial Adviser
Job Description:
Are you looking for a new challenge? Are you wanting to develop your advisory career? Are you looking for an excellent opportunity that can provide you with the training and tools to become an excellent adviser? Then look no further.
Recruit UK are working on an excellent opportunity for an Independent Financial Adviser role in Leeds to join a well-established UK Independent Financial Advice firm.
My client is a leading UK wealth management and private client financial advice firm. They are looking for a level 4 diploma qualified professional to work on an existing national introducer contract building strong long-lasting relationships and managing and developing a client bank. You will be delivering financial planning and wealth management advice and working with a paraplanning team to ensure advice given is of the highest quality.
What’s in it for you:
·Competitive salary up to £40k plus excellent bonuses and benefits
·Flex working - office/home based
·Opportunity to deal with High Net Worth Clients and build own client base
·Full exam training towards obtaining level 6 Chartered status
·Work alongside dedicated team of Paraplanners, Compliance and Administrators
·Join friendly team at central Leeds offices
Skills and experience required:
·Diploma (Dip PFS) or equivalent
·Financial Advice experience
·Ability to work under pressure to meet deadlines
·Ability to understand and communicate advice practices and processes clearly and effectively
·Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
Skills
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