Financial Adviser

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Financial Adviser

Barnsley

Post Date, 21/11/2024

Salary: 50000-75000 per annum

Permanent

Job Title: Financial Adviser

Industry: Financial Planning

Location: Barnsley

Salary: £50,000

Job Reference: 9405

Job Description:

Recruit UK is working on an excellent opportunity for an experienced financial adviser to join a well-established, independent, wealth management firm in Barnsley.

The firm in question provides truly independent unbiased financial advice. They have a team of experienced financial advisers who can handle all aspects of personal finance. They specialize in retirement and pension planning, mortgages, investments and financial protection and pride themselves on being there for their clients whatever their financial needs.

As an experienced financial adviser, you will join a strong advice team, you will receive full professional support. Manage and develop an existing client bank. Offering clients a quality financial planning advice service. Working mainly home-based with access to offices in Barnsley.

Benefits:

  • Starting salary c£50,000+ OTE £75k
  • Excellent bonus scheme
  • Home-based role, access to offices in Barnsley
  • HNW Client bank approx. 80 households + Leads provided
  • Paraplanning and Admin support
  • Holistic financial planning advice
  • Study/Exam support
  • 35 days holidays incl BH.
  • Salary sacrifice to buy extra week hols
  • Pensions, Death in service, private health.

Skills and experience required:

  • Level 4 Diploma in Regulated Financial Planning
  • Ideally enroute or willing to study towards Chartered
  • Regulated Financial Advice experience

Job Responsibility
Contract Details
  • Contract Type: Permanent
  • Salary Type: per annum
  • Total Applications: 1
  • Last Date: 09/01/2025
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