Financial Adviser in Grimsby

Financial Adviser in Grimsby

Grimsby Full-Time No working from home possible
Recruit UK

Job Title: Financial Adviser

Industry: Financial Services

Location: Grimsby (Hybrid)

Salary: up to £75,000 depending on experience

Job reference: 10344

Job Description

Recruit UK is partnering with a successful and growing Independent Financial Advice firm to offer an exciting opportunity for an experienced Financial Adviser to join their Grimsby office.

The firm provides tailored financial advice to individuals, businesses, and trustees across areas including investment management, retirement planning, pensions, tax planning, and corporate financial planning.

In this role, you will deliver holistic, independent financial advice to high-net-worth and ultra-high-net-worth clients. You will benefit from a strong pipeline of high-quality inbound leads, as well as an established client bank to inherit. Full back-office support is provided, along with the autonomy to manage your own diary and client relationships.

Benefits

  • Salary up to £75,000 (dependent on skills, qualifications, and experience)
  • Generous bonus
  • Private medical insurance
  • 25 days' annual leave + 2 days Christmas closure + half day on birthday
  • Purchase holiday scheme
  • Pension contribution
  • Flexitime
  • Hybrid working post-probation
  • Support and funding towards further qualifications
  • Excellent career progression opportunities
  • Perk box

Skills and experience required

  • Minimum of 1 years' experience (or equivalent) as Financial Adviser within an Independent Financial Adviser
  • Experience working with high-net-worth clients
  • Level 4 Diploma is essential
  • Strong organisational skills, with the ability to plan and prioritise effectively
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Recruit UK

Contact Details:

Recruit UK Recruitment Team