Job Title: Self-Employed IFA
Industry: Wealth management
Location: Remote
Salary: 65% earned on new business.
Job Reference: 9155
Job Description:
Recruit UK is working on an excellent opportunity for an experienced Financial Advisor to join a respectable Wealth Management Company.
They are looking to hire for the long-term, so have an excellent benefits package, treat their staff well.
They are actively seeking a Financial Advisor to join the current team of five advisor's supporting the growth. Their financial advisers want to help their clients create a plan that's right for them. So the very first conversation will simply be listening to the clients circumstances, plans and aspirations. Following on from that the second meeting will be more detailed and understanding what the client has already in place.
My client specialises in Pensions, Retirement Planning, Tax, Real Estate to name a few areas.
Skills and experience required:
- 3 years plus Financial Advisor experience
- CAS status
- In-depth knowledge of FCA regulations, regulatory requirements, and compliance best practices
- Proven track record of on boarding new clients
- Strong analytical skills and attention to detail
- Excellent communication skills
- Ability to work independently and collaboratively
Benefits:
- 65% earned on new business.
- Paraplanning support provided
- Back office support provided
- Compliance team in place.
- Long-term career progression opportunities
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 is pleased to be working with a wealth management firm based in Basingstoke on a financial planning administration role.
Our commitment to you:
- Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs 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.
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.