Financial Adviser - Retirement Planning in Altrincham

Financial Adviser - Retirement Planning in Altrincham

Altrincham Full-Time No working from home possible
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Financial Adviser Salary: £50,000 - £65,000 + performance-related bonus | Established Client Bank Recruit UK is working with a well-established, FCA-regulated financial planning firm in Yorkshire that is looking to appoint an experienced Financial Adviser to take on an established base of existing clients This is an advice and relationship-led opportunity focused on providing genuinely good, suitable advice and building trusted, long-term client relationships and you will be relieved to know, this isn’t a high-pressure sales role You will step into a warm, established client bank rather than building a portfolio from scratch, giving you the time and support to look after clients properly over the long term The business has a strong focus on suitability, Consumer Duty and delivering excellent client outcomes, with file quality and professional standards taken seriously Competitive basic salary depending on experience Performance-related bonus Flexible / hybrid working Level 4 Diploma in Regulated Financial Planning or equivalent essential Proven track record advising retail clients across pensions, investments, protection, bonds and trusts Strong relationship-building and communication skills Someone who wants to build long-term client relationships and deliver high-quality advice If you are an experienced Financial Adviser looking for an established client bank, strong support and the opportunity to focus on advertising rather than sales, we would be keen to hear from you

Financial Adviser - Retirement Planning in Altrincham employer: Recruit UK

Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.

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Contact Details:

Recruit UK Recruitment Team