Financial Advisor

Job Title:

Financial Adviser
Industry:

Financial Services
Location:

Cleckheaton, West Yorkshire
Salary:

£35,000
Reference Number:

9031

Job Description: Financial Adviser
Recruit UK are working on an excellent opportunity for an Employed Financial Adviser in Cleckheaton, West Yorkshire to join a well-established Financial Advice Firm.
Due to organic growth this prestigious and cutting-edge firm are looking to take on an experienced Financial Adviser. They are a well-established company in the local area, they provide advice across the board to a variety of clients.

The role is primarily a client servicing position and will involve providing expert advice on suitable investments, private pensions, tax planning, and insurance products and providing a valuable service to work with their clients – predominantly in the West Yorkshire area.
You will be allocated existing clients to service from the initial. You will service these existing clients and look to build and maintain relationships.
You will have the opportunity to work with the existing in-house team, including administrators and paraplanners, fee split dependent.

What’s in it for you: Financial Adviser
Starting Salary £35,000
Competitive bonus scheme
Existing Client Bank
Full back office support
Flexible home working
Reputable financial planning firm

Skills and Experience Required: Financial Adviser
Level 4 Diploma in Financial Planning
Client Relationship skills