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Junior Independent Financial Adviser, Royal Tunbridge Wells
Client:
Heat Recruitment
Location:
Royal Tunbridge Wells, United Kingdom
Job Category:
Finance
EU work permit required:
Yes
Job Reference:
6f721f87a12d
Job Views:
7
Posted:
22.02.2025
Expiry Date:
08.04.2025
Job Description:
Location: Royal Tunbridge Wells
Salary: £30,000 - £38,000
Type: Permanent
Workplace: Remote
Job Reference: 86944
The opportunity for an experienced or junior Financial Adviser to join a growing financial planning practice.
What's on offer?
1. Additional adviser bonus scheme
2. 25 days holiday + 8 days bank holiday
3. 5% company pension contribution
4. Flexible medical package
5. Monthly bonus payments on 3X validation of salary.
This exciting role will see a financial adviser join the existing team of advisers in providing excellent financial advice to several clients within a specified region. The incoming adviser will be given clients to service.
To apply for the role you will have the required level 4 qualification and experience of being a financial adviser for at least two years (flexibility on this).
Principal Accountabilities / Main Responsibilities
1. Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products.
2. Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service.
3. The new adviser will be provided with a client bank, but they will be expected to grow the asset bank through bringing across additional assets where possible.
4. Ability to learn and develop with the business as it grows.
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