Trainee Financial Adviser - Exeter, United Kingdom - Recruit UK

Recruit UK

Verified Company

Exeter, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Independent Financial Adviser

Industry:
Financial Services

Location:
Exeter

Salary:
Employed, negotiable

Reference Number: 7471

Recruit UK is working with a highly innovative, Independent Financial Planning company in Exeter that is looking for a Financial Adviser to join their team.

With client service at the core of its offering, this company continues to grow and develop a strong presence in the market.

They work closely with corporate businesses including a large accountancy firm to generate opportunities for their advisers and tooffer a tailored service to clients.

Duties will include servicing new and existing clients, advising them on their pension, protection, and investments, and dealing with their queries.

What's in it for you:

Competitive salary (details available)
Bonus scheme
Current client bank to service
Pension, holidays, paid T&D, PMI, Life assurance, and much more
Flexible working

Skills and experience required:

A clientfocused financial planning professional / paraplanner or trainee adviser
Level 4 Diploma qualified
Strong client communication skills
Track record of supporting clients with their financial planning journey

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, RecruitUK is pleased to be working with an Independent Financial Planning firm based in Exeter in an 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._