Independent Financial Advisor - Stockton-on-Tees, County Durham, United Kingdom - Recruit UK | Certified B Corp™

    Recruit UK | Certified B Corp™
    Recruit UK | Certified B Corp™ Stockton-on-Tees, County Durham, United Kingdom

    4 weeks ago

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    Description

    Job Title:
    Financial AdviserIndustry: Financial PlanningLocation: Stockton on TeesSalary: £50,000
    Job Reference: 8983

    Job Description:

    Financial Adviser Recruit UK are working on an excellent opportunity for a financial adviser to join a well-established, independent Financial Advice firm with offices in Stockton on Tees and across the UK.They provide independent financial planning and complete wealth management service to their clients, utilising access to a full panel of product providers and investment companies.

    They work side-by-side with their clients as their trusted planner to understand their needs and individual circumstances.

    They adopt and apply highly disciplined client-focused management processes, with the goal of delivering an unparalleled serviceThey are looking for a Financial Planner to play a pivotal role in delivering high-quality, comprehensive financial planning and wealth management services to their clients.

    This position involves working closely with clients to understand their financial objectives, providing bespoke financial advice, and developing long-term financial strategies that align with their goals.

    The Financial Planner will also be responsible for implementing recommended financial solutions and conducting regular reviews to ensure the continued relevance and effectiveness of clients' financial plans.


    Benefits:
    Financial AdviserSalary up to £50,000Bonus schemePensionDeath in Service25 days holidayAdditional Employee BenefitsSkills and experience required: Financial Adviser4 Diploma in Regulated Financial PlanningFinancial Advice Experience