Associate Financial Adviser

Job Title: Associate Financial Adviser

Location: South West or London

Salary: Up to £50,000+Bonus

REF: 10561

Recruit UK is working with a well-established and highly regarded Financial Planning firm in the South West that is looking to appoint Associate Financial Advisers as part of its continued growth.

With a strong presence across Exeter, Bristol, Bath, and London our client is keen to speak with experienced Level 4 Diploma qualified financial services professionals either currently paraplanning or in a similar role who share their client-first approach and can become a trusted, long-term pair of hands for their clients.

This is an opportunity to join a business known for it’s supportive, collaborative culture, backed by a larger and ambitious wealth management group.

The opportunity

You'll join the firm's growing focused Financial Planning team, managing and developing a portfolio of existing clients, primarily with up to £250k in investable assets. You'll provide holistic financial advice across investments, pensions, retirement and estate planning, building long-term relationships and delivering an excellent client experience.

You'll benefit from a strong support structure, with experienced senior Financial Planners providing ongoing support and mentoring. The model is designed to give you the ...