Financial Adviser in Cheltenham - Recruit UK

Job Title: Financial Adviser

Industry: Financial Planning

Location: Gloucestershire / Hereford

Salary: £70,000 – £80,000 + bonus

Job Reference: 10002

Job Description:

Recruit UK are working alongside a leading national wealth management firm, looking to bring on a Financial Planner in Gloucester / Hereford and surrounding areas.

This organisation is committed to improving the way financial advice is offered, ensuring its more accessible, affordable and impactful on more people. You’ll play a vital role in guiding client to make informed financial decisions, combining your technical expertise, professional knowledge and ongoing support. Clients are provided for this role, meaning your time and energy will be put into servicing and supporting existing relationships.

Duties:

• Deliver holistic financial advice through face to face and virtual meetings
• Build and maintain long term relationships
• Use cashflow modelling and financial planning tools
• Proactively develop new business through business strong relationships with new clients
• Manage a designated portfolio of clients, identifying ongoing needs

Benefits:

• Competitive salary of £70,000-£80,000
• 20% bonus
• Field based working, with travel to client meetings across the region, some meetings over Teams but a lot of face to face to really get to know your clients.
• 15% pension contribution
• 30 days holiday +/- 5 days
• Private medical insurance, life insurance and medical screening
• Flexible cash allowance

Skills and experience required:

• Strong experience providing holistic financial advice
• Level 4 Diploma in Financial Planning minimum
• Skilled in conducting client meetings
• Confident in using cashflow modelling tools

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a national wealth management firm, looking for a Financial Adviser Role

Our commitment to you:

• Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.