Job Description
Job Title: Financial Adviser
Industry: Financial Services
Location: Newcastle-Upon-Tyne
Salary: Up to £80,000
Job Ref: 10133
Job Description:
Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established Independent Financial Advice company with existing HNW clients in the North East.
Company:
This is an excellent company, offering financial planning and wealth management advice. They are a growing company, they provide independent financial advice.
Role:
To manage and develop an existing HNW client bank and deal with HNW client leads. You will provide clients a quality financial advice service and make recommendations on how to best meet their goals. Full paraplanning and admin support.
What's in it for you:
- Competitive starting salary up to £80k
- Excellent bonus scheme - OTE £100k+
- Regular salary reviews
- Existing HNW client bank
- HNW Client leads
- Excellent Benefits
- Flex working - home based
- IFA, Paraplanning, Compliance and Administration support
- Study support
Skills and experience required:
- Ideally Chartered or enroute
- Min Diploma (Dip PFS) or equivalent
- Good experience dealing with High Net Worth clients
- Good experience working as a Financial Adviser, SPS & CAS Status
