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Date Added: Wed 19/06/2024

Financial Adviser

Cirencester, UK
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Company: RECRUIT UK

Job Type: Permanent, FullTime

Salary: £50,000 per annum

Job Title: Financial Adviser

Industry: Financial Planning

Location: Cirencester

Salary: up to £50,000

Job Reference: 9117

Recruit UK are working on an exciting opportunity for a Financial Adviser to join a Financial Planning firm in Cirencester!

Our client is an independent financial planning company, service clients across Gloucester, Bristol, Swindon and the surrounding area. They specialise in offering a bespoke service to all clients, including retirement planning, tax planning, investment management and more!

Due to restructuring, they are looking to bring on an adviser to take over an existing client book. You’ll be busy servicing clients from day 1, with support from a dedicated administration team. There will also be ample opportunity for you to develop your own network and client base, with support from management.

Benefits:

  • Competitive salary of up to £50,000
  • Discretionary bonus based on company performance
  • Generous commission based on recurring and new business
  • up to 25 days holiday
  • Hybrid working, manage your own diary
  • 3% pension contribution
  • Christmas closure and birthday off
  • Exam support, if you are keen to become Chartered
  • Administration support
  • Opportunity to work with Directors to improve business structure/strategies
  • Private medical

Skills and experience required:

  • 2 years experience working as a Financial Adviser
  • Competent Adviser Status
  • Experience managing and building client relationships
  • No existing client book required, although you can bring if applicable
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