Financial Adviser

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Financial Adviser

Middlesbrough

Post Date, 27/11/2024

Salary: 35000-40000 per annum

Permanent

Job Title: Financial Adviser

Location: Middlesburgh

Salary: Up to £40,000 + generous bonus scheme

Job reference: 9346

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Adviser to join an Independent Financial Advice practice.

This independent and directly authorised firm is looking for a new individual to join their thriving company. They always look to put clients’ needs first and are looking for someone with a like-minded approach to join their fantastic team. They’re looking to hire at a sustainable rate, ensuring that when advisers join, they receive all the support they need, equally important is ensuring their positive culture and admirable values remain at the heart of the firm. Due to the ongoing success of the practice, they’re looking for another home-based adviser to join them.

They’re offering an employed opportunity with leads provided and some clients to help kick start your journey. They’ve an excellent lead generation model that they pay for, and this certainly keeps their advisers busy. With an in-house leads team that book meetings with hot conversable leads, it cannot be easier for the advisers to build a client base! You’ll also benefit from full compliance, paraplanning and administration support at no cost.

What’s in it for you?

  • Basic salary up to £40,000
  • 30% bonus paid monthly on business written/recurring income (3 x validation)
  • Benefits inc: Pension, DIS, Holiday, Mileage covered, Flexible hours/days
  • Company with excellent lead generation model
  • Firm that builds its own funds and has good rates with providers
  • Simple transition period for advisers and their clients (should you have some to novate, this is not necessary)
  • Working from home
  • Buy out arrangements and exit strategy support
  • Fantastic culture with 2 company wide socials per year

Skills and experience required:

  • Level 4 Diploma Qualified
  • Experience of advising (CAS status)
  • Must buy into firms beliefs, clients will always come first
  • No need to have a client bank however advantageous to have a following and networking abilities

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 are pleased to be working with an Independent Financial Advice firm on a Financial Adviser role.

Job Responsibility
Contract Details
  • Contract Type: Permanent
  • Salary Type: per annum
  • Total Applications: 6
  • Last Date: 08/01/2025
Contact us or Apply now

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