Junior Financial Adviser
Are you a financial services professional looking for that step up into Financial Advice?Recruit UK is delighted to be partnering with a modern Financial Planning business to take on a Junior Financial Adviser. This is an opportunity for an ambitious individual looking to step into a client-facing advice role at a company that puts life planning at the forefront.This company offers mentorship, and support with further exams and development.Benefits:• Salary from £30,000 - £45,000 for junior advisers (flexible dependent on experience)• Existing client bank and leads provided• Exam support and ongoing mentorship• Hybrid working (1-2 days from home)• 25 days holiday plus bank holidays and Christmas closure• Flexible and bespoke remuneration discussions (pension, protection, flexibility etc.)• Exposure to highly personalised, holistic financial planning work• Supportive working environment with direct access to experienced advisersDuties will include:• Servicing an existing bank of ongoing financial planning clients• Conducting holistic financial planning reviews and lifestyle conversations• Producing and presenting cashflow models• Building long-term relationships with clients and understanding wider financial objectives• Advising across pensions, investments, protection, and wider planning needs• Working collaboratively with the wider team to deliver tailored client outcomes• Carrying out administrative duties where required• Supporting the continued growth and development of ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!