Financial Adviser

We are a well-established firm looking to recruit an Independent Financial Adviser, who is proficient in providing financial advice on pensions, investments, protection and inheritance tax planning. Our clients are typically high-net-worth and have complex planning needs, and so you will be expected to provide clarity to clients and deliver the exceptional quality service that they have come to expect.

This is a pure advisory role paraplanning, administrative and compliance support will be provided, as well as a network of professional introducers. Alongside leads provided by the company, you will be responsible for generating new business and providing regular reviews to an existing client book.

If you are committed to helping people and want to be part of a friendly and dynamic team, then we would love to hear from you!

About you:

• A positive, can-do attitude is essential
• Qualified to at least Level 4 Diploma, and working towards Chartered status
• 3 years minimum experience as a Financial Adviser with a successful track record
• Able to manage, retain and further grow a client book
• Strong technical knowledge of financial products and services
• Excellent communication and interpersonal skills
• Attention to detail and accuracy
• Ability to work independently and as part of a collaborative team
• A drive to succeed and deliver a high level of customer service

Benefits include:

• Working with a great team of people
• Competitive basic salary
• Uncapped bonus structure
• Flexible working arrangements
• Pension
• Death in service
• Opportunities for professional development and support for further qualifications

Job Types: Full-time, Permanent

Pay: £50,000.00-£75,000.00 per year

Additional pay:

• Bonus scheme

Benefits:

• Company pension
• Life insurance

Schedule:

• Monday to Friday
• No weekends

Experience:

• Paraplanning: 1 year (preferred)

Work Location: In person

Reference ID: Independent Financial Adviser covering Lincolnshire, Rutland, Cambridgeshire and Northamptonshire

View the original Indeed job posting for the Financial Adviser opportunity at Golden Oak Wealth Management in Broad Street, Stamford PE9 1PB.