Recruit UK is representing a leading national financial advisory group. They have offices and advisers across the UK who offer whole of market, fee based, financial advice throughout the UK.
They follow an ethos to provide clients with the appropriate tailored advice to achieve their financial objectives, including retirement planning, asset management, personal wealth and corporate planning.
They are currently seeking an experienced and qualified adviser to join their team in Milton Keynes to provide strategic advice across a variety of financial products and services, you will assess clients’ financial circumstances and develop a comprehensive plan to meet their needs. There is an existing book of clients in place to service, however it is still imperative that you have the experienced and drive to generate new business through referrals and marketing.
Whilst benefitting from the support and expertise of a highly regarded national Group, the office is managed at a local level to ensure that clients receive the local management and service that they expect, as well as support for the advisers through a dedicated administration team.
To be considered for this position, you will hold level 4 diploma and have recent experience in advising across a wide range of financial products. You will have knowledge of compliance and FCA regulations and will have the motivation to keep abreast of new industry developments and research the market to ensure that your knowledge is current and up to date.
Salary on offer is c£40k along with a generous bonus scheme, car allowance and benefits, including pension and death in Service. There will also be on-site parking available at our clients’ smart offices.
Contact Frankie at Recruit UK to discuss this role in more detail and quote reference 2549.