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Senior Recruitment Consultant – Wealth Management at enable recruitment | B Corp
We are thrilled to have partnered with an award winning independent financial advice who are actively looking to expand their Advice team! Our client has built themselves a brilliant reputation within the industry and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.
If you are a detailed-oriented professional with a passion for financial planning and client service, we’d love to hear from you!
What you'll be doing:
1. Providing financial advice to a book of existing clients based across the area via phone call, online meetings and in person meetings
2. Working closely with the clients, providing advice across a wide range of cases such as Pensions, Investments, Retirement Planning etc.
3. Liaising with the Paraplanning & Administration teams to provide positive client outcomes
4. Adhering to FCA requirements and Compliance Policies
What you need to apply:
1. Level 4 Qualified as a minimum, Level 6 is desirable
2. 3+ Years Financial Advice experience with knowledge in Retirement Planning, Investments, Pensions
3. The ability to form positive relationships with clients
What's in it for you?
1. A basic salary of up to £75,000 dependent on experience and qualifications
2. Remote working setup, with travel to clients within the Midlands
3. Social opportunities throughout the year
4. Exam funding and support
5. Progression opportunities into different areas of the business, depending on which way you see your career heading!
6. Generous annual leave allowance
What next?
Hit apply or contact Dan directly at daniel@enable-recruitment.co.
Seniority Level
Not Applicable
Employment Type
Full-time
Job Function
Consulting
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