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