FINANCIAL ADVISER - UCKFIELD
A well-established, high-street wealth management practice based in Uckfield is looking to recruit an experienced Financial Adviser to join its close-knit team.
With a strong reputation for delivering advice with integrity, transparency and genuine care for clients, the practice offers a supportive working environment alongside an experienced adviser team and professional support staff.
The focus is on providing high-quality financial advice, building long-term client relationships and ensuring solutions continue to meet clients' needs as their circumstances evolve.
The Role
This is an excellent opportunity for a motivated, proactive Financial Adviser who enjoys working in a supportive, office-based environment with access to new leads and strong administrative support.
Key Responsibilities
- Providing clear, compliant financial advice tailored to individual client needs.
- Managing and developing long-term client relationships.
- Recommending suitable financial solutions and reviewing arrangements as clients' circumstances change.
- Meeting clients primarily in the office, maintaining a strong on-site presence.
- Working collaboratively with an established and experienced adviser team.
- Delivering a professional, transparent and client-focused service.
Employed Adviser Package
- £60,000 basic salary.
- Split of Initial Adviser Fees (IAF).
- New leads provided.
- Outsourced administrative support, including report writing and post.
- Office-based working, approximately 2 - 3 days per week.
- Excellent client retention and an established, stable adviser environment.
About You
- Ideally, a minimum of two years' financial advising experience, although candidates with less experience will be considered for the right individual.
- A strong work ethic with a proactive, self-motivated approach.
- Excellent relationship-building and communication skills.
- A professional, transparent and client-focused attitude.
- Candidates with a bank assurance background are welcome.
- Comfortable working within a high-street, office-based practice.
Self-Employed Opportunities
Self-employed Financial Advisers will also be considered, with an attractive proposition available, including:
- Monthly financial support for the first two years, which is non-repayable.
- Generous Initial Adviser Fee (IAF) and Ongoing Adviser Fee (OAF) splits.
- Access to new leads.
- Potential future buy-in or buy-out opportunities.
Why Consider This Opportunity
- Join an established and reputable high-street wealth management practice.
- Benefit from a supportive, close-knit team and experienced colleagues.
- Access new business opportunities and strong administrative support.
- Work within a transparent, ethical advice model.
- Build your career with a practice offering strong client retention and long-term stability.
- Explore both employed and self-employed opportunities to suit your career ambitions.
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FINANCIAL ADVISER - UCKFIELD employer: The JobsBoard
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