Desk Based Financial Adviser

Our client are currently looking for a Desk-based Associate Financial Planner to join a major Wealth Management business with over £55bn AUM and a network of over 50 offices across the UK.

• As Associate Financial Planner you will be a key member of a team that services the financial planning needs of households across the UK
• You will provide a service to these clients to retain them and develop their business and do annual reviews
• You will have an excellent opportunity to develop your skills and advance your career as a Financial Planner
• Outstanding development and support will be given to you
• Following induction, a hybrid working home/office working arrangement will be available

To be considered for this outstanding Associate Financial Planner opportunity you will need the following skills and experience:

• You will be at least Level 4 Diploma qualified
• You will have experience as a Financial Adviser, Mortgage and Protection Adviser or Paraplanner
• You will be a quick learner, have excellent communication skills and pride yourself on your relationships with your clients

Desk-based/Telephony Financial Planners and Associate Financial Planners

• Locations – Main hubs are Leeds, Bristol and Edinburgh 
• Starting salary typically £37K (negotiable up to c. £50k+) + bonus and benefits

2 different divisions:

• Client Bank Management
  • Work with these clients to retain them and their assets and do annual reviews
  • Ideal for people in the early stage of their career in Financial Services
• Specialist Protection
  • Providing annuity and/or protection advice
  • Complex cases
  • Ideal for someone coming from a life and protection background
  • Someone with a passion for Protection