At a Glance
- Tasks: Manage a portfolio of clients and provide holistic financial planning services.
- Company: Reputable IFA in Nottingham with a supportive team environment.
- Benefits: Salary up to £65,000, bonus scheme, hybrid work, and generous leave.
- Other info: Full admin and paraplanning support to help you succeed.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 2 years client-facing experience.
The predicted salary is between 49500 - 60500 £ per year.
We are working with an IFA in Nottingham who are looking to bring on a new Financial Adviser to manage of bank of 90 clients with a value of approximately £20m aum.
As a Financial Adviser you will provide an ongoing holistic financial planning service covering Investment, Pension, Estate, Trust and Protection planning.
As well as servicing existing clients you will be provided with referrals and business development support to bring new clients into the business.
As a Financial Adviser you will have a full team of Admin and Paraplanning staff working alongside you.
What's on offer?
- Salary up to £65,000
- Bonus scheme on new and ongoing business
- Full Admin and Paraplanning support
- Hybrid work from home model
- 28 days annual leave bank holidays
- Generous benefits package
Requirements
- Level 4 Diploma In Regulated Financial Planning
- 2 years in client facing financial advice position in the UK
Financial Adviser, Financial Planner, Wealth Management, Financial Services, IFA, Independent Financial Advice
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Financial Adviser employer: WEALTHLINK RECRUITMENT LTD
Join an award-winning Chartered Financial Planning firm near Wetherby, where you will be part of a collaborative and supportive work culture that values your contributions. With a focus on professional development, this role offers unique opportunities to engage directly with clients and Financial Advisers, ensuring your skills are honed in a dynamic environment. Enjoy competitive remuneration and the chance to grow within a respected team dedicated to delivering exceptional financial planning services.
Contact Details:
WEALTHLINK RECRUITMENT LTD Recruitment Team
