Financial Adviser

Job Title: Self Employed Financial Adviser

Industry: Financial Services

Location: North Wales

Earnings: Competitive earnings

Reference Number: 9450

Job Description: Financial Adviser

Recruit UK are working on an excellent opportunity for a Self Employed Financial Adviser in North Wales to join a well-established Financial Advice Firm.

Due to succession planning, this prestigious and cutting-edge firm is looking to take on an experienced Financial Adviser. They are a well-established company in the area, providing advice across the board to a variety of clients, including both MA and HNW clients.

The role will involve providing expert advice on suitable investments, private pensions, tax planning, and insurance products, delivering a valuable service to clients predominantly in the North Wales area.

You will be allocated a substantial existing client bank to service initially. You will service these existing clients and look to build relationships to develop from there.

You will have the opportunity to work with administrators and paraplanners.

Earnings/Benefits: Financial Adviser

• Competitive earnings – Employed position considered
• OTE £50k - £60k+
• Client bank to inherit immediately
• Competitive Fee Splits
• Remote role - home based
• Reputable financial planning firm

Skills and Experience Required: Financial Adviser

• Level 4 Diploma in Financial Planning
• Financial Advice experience
• Relationship-building skills