At a Glance
- Tasks: Manage a client bank and provide tailored financial advice.
- Company: Join a leading Independent Wealth Management firm with a strong reputation.
- Benefits: Negotiable salary, immediate bonuses, flexible working, and support for professional development.
- Other info: Enjoy a supportive environment with excellent growth opportunities.
- Why this job: Kickstart your career with instant clients and no pressure to generate leads.
- Qualifications: Diploma in Financial Services and ideally 2 years of advising experience.
The predicted salary is between 49500 - 60500 £ per year.
Recruit UK are working on an excellent opportunity for a Financial Adviser in Faringdon to join an Independent Wealth Management Company. This organisation is one of the South’s leading Wealth Management firms with offices and employees spanning the whole of the UK. They were established nearly 20 years ago and have since become one of the most successful Wealth Management firms advising clients with AUM of nearly £5 billion and rising. They’re always looking for new acquisitions and have recently secured several opportunities across Wiltshire and Oxfordshire which lead to this new vacancy.
The role will involve managing a client bank from the beginning as the company continues to expand, what this means to you is that there is no expectation to have current clients, nor are you expected to generate new leads from the outset. As and when the need does arise you will partake in increasing your own network and client bank. The clients provided vary but include corporate and private individuals with varied assets including HNW and UHNW.
What’s in it for you:
- Salary negotiable dependent on experience
- Instant access to a client bank
- Ability to earn a bonus from the beginning - no validation point nor targets in order to activate this on all new business opportunities.
- Flexibility to build and develop your own clients and manage the existing clients immediately
Benefits include:
- Bonus scheme for new business and recurring income servicing (15%)
- Parking
- Assistance with exam book/entry should you wish to become Chartered
- A generous car allowance
- Full back office assistance, access to administration and paraplanning support.
Skills and experience required:
- Diploma in Financial Services
- Ideally, 2 years’ experience advising
- Currently holding CAS/SPS desirable but not essential
- Interested in speaking with individuals with experience in Independent, Restricted Advice or Bankassurance.
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.
Our commitment to you:
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
Financial Adviser- client bank provided and immediate bonus in Faringdon employer: RecruitUK
Join a thriving Wealth Management firm in Fareham that values family-oriented culture and genuine client relationships. With benefits like private medical insurance, pension contributions, and flexible working options, this is an excellent opportunity for a Financial Adviser looking to grow in a supportive environment. The firm prioritises employee development through regular one-on-one support and offers immediate bonuses from client income, making it a rewarding place to build your career.
