Job Title: Financial Planner

Industry: Wealth Management

Location: St Albans

Salary: £55,000 plus

Job Reference: 9387

Job Description:

Recruit UK is working on an excellent opportunity for an experienced Financial Adviser to join a respectable Wealth Management Company.

They are well respected in Hertfordshire and are firmly established.

They are actively seeking a Financial Advisor to join the current team who is determined and willing to service an existing profitable client bank as well as establish new relationships. They have a excellent back office support system.

As an experienced advisor, you should want to build relationships with the clients and help 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 whole of market.

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 onboarding new clients
• Strong analytical skills and attention to detail
• Excellent communication skills
• Ability to work independently and collaboratively

Benefits:

• Paraplanning 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 UK Financial Planning firm on a Financial Adviser role.

Our commitment to you:

• 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.