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Cleckheaton

    Financial Advisor - cleckheaton, United Kingdom - Recruit UK | Certified B Corp™

    Recruit UK | Certified B Corp™
    Recruit UK | Certified B Corp™ cleckheaton, United Kingdom

    5 days ago

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    Description
    Job Description

    Job Title: Financial Adviser

    Industry: Financial Services

    Location: Cleckheaton, West Yorkshire

    Salary: £35,000

    Reference Number: 9031

    Job Description: Financial Adviser

    Recruit UK are working on an excellent opportunity for an Employed Financial Adviser in Cleckheaton, West Yorkshire to join a well-established Financial Advice Firm.

    Due to organic growth this prestigious and cutting-edge firm are looking to take on an experienced Financial Adviser. They are a well-established company in the local area, they provide advice across the board to a variety of clients.

    The role is primarily a client servicing position and will involve providing expert advice on suitable investments, private pensions, tax planning, and insurance products and providing a valuable service to work with their clients – predominantly in the West Yorkshire area.

    You will be allocated existing clients to service from the initial. You will service these existing clients and look to build and maintain relationships.

    You will have the opportunity to work with the existing in-house team, including administrators and paraplanners, fee split dependent.

    What's in it for you: Financial Adviser

    Starting Salary £35,000

    Competitive bonus scheme

    Existing Client Bank

    Full back office support

    Flexible home working

    Reputable financial planning firm

    Skills and Experience Required: Financial Adviser

    Level 4 Diploma in Financial Planning

    Client Relationship skills


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