Skip to main content
Post your CV and find your next job on Indeed!

Financial Adviser jobs in Sawbridgeworth

Sort by: -
    • Provide suitable holistic financial advice.
    • We are keen to speak with Level 4 Diploma-qualified financial services professionals, including paraplanners,…
    • Job typePermanent | Contract typeFull Time.
    • You’ll split your time between working from home and at one of our offices, hubs or customer locations.
    • View all National Westminster Bank PLC jobs - London jobs - Delivery Manager jobs in London
    • Salary Search: Delivery Manager, Coutts Wealth salaries in London
    • See popular questions & answers about National Westminster Bank PLC
    • This includes tools, mentoring, and business support to prepare you for meeting new clients as a financial adviser.
    • A full driving licence is useful, particularly if you are supporting independent financial advisers (IFAs) who may have to travel to visit clients at their own…
    • Provide administration and client support to a team of Financial Planners working for an established business who offer both Financial Planning and Investment…
    • Client Service Executive (Investment Management).
    • At least 5 years financial markets experience within PWM, investing or sales trading.
    • We assist employees in saving and planning for retirement, offer financial…
    • 1-4 years of experience in a financial services setting.
    • We assist employees in saving and planning for retirement, offer financial support for higher education…
  • View similar jobs with this employer
    • This is a self employed adviser role.
    • To understand their current and future goals and aspirations, and create easy to understand financial strategies.
    • We are only working with recruitment agencies that we have pre-agreed terms with.
    • Support pricing and negotiation of complex investments, including financial, commercial and legal terms.
    • We champion the belief that everyone’s journey to and…
    • Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing our recommendations).
    • Join our dynamic financial services team as a FX Dealer, where you will be at the forefront of currency trading operations, executing trades with precision and…
    • To assist Advisers with providing an exceptional ongoing service to clients as well as supporting the onboarding of new clients into the business, this role…
    • This position is ideal for an adviser who enjoys building client relationships, delivering high-quality financial advice and winning new business, without the…

People also searched:

ifa
citizens advice
Junior Financial Adviser
Recruit UK
·
5.0
Harlow
•
Hybrid work
£35,000 - £60,000 a year
Full-time
Apply now

Job details

£35,000 - £60,000 a year
Paid volunteer time, Cycle to work scheme, On-site parking
Full-time
Hybrid work in Harlow

Full job description

Job Title: Junior Financial Adviser
Location: Harlow (Hybrid)
Salary: £35,000 to £60,000 plus bonus
Reference Number: 10482

Recruit UK is partnering with a well-established independent financial planning and wealth management firm that is expanding its adviser team in Norwich.

We are keen to speak with Level 4 Diploma-qualified financial services professionals, including paraplanners, trainee advisers, administrator, mortgage adviser, who are looking to take the next step into a client-facing financial advice role.

This is an excellent opportunity to join a supportive business that offers comprehensive training, mentoring and ongoing development to help you build a successful career as a Financial Adviser.

Responsibilities:

  • Build and maintain long-term relationships with clients
  • Identify clients’ objectives, priorities and attitude to risk
  • Provide suitable holistic financial advice
  • Advise across investments, pensions, protection and retirement planning
  • Work closely with the paraplanning, administration and compliance teams

What’s in it for you:

  • Salary up to £35,000 - £60,000 with attractive OTE
  • 22 days’ holiday plus bank holidays (increasing with service)
  • Income protection, 4 x DIS
  • Gym and cycle schemes
  • Enhanced family leave
  • Volunteering day
  • Onsite parking
  • Support with professional development
  • In-house training and progression opportunities
  • Paraplanning and administrative support
  • Access to clients and leads

Skills and experience required:

  • Level 4 Diploma in Regulated Financial Planning
  • Full, clean UK driving license (Required)
  • Strong relationship-building skills
  • Strong technical knowledge of investments and pensions
  • Comfortable working within a regulated environment
  • Able to commute to the relevant office at least twice per week

Get in touch or apply online to find out more about this opportunity

Pay: £35,000.00-£60,000.00 per year

Benefits:

  • Cycle to work scheme
  • On-site parking

Work Location: Hybrid remote in Harlow

Let Employers Find YouUpload Your Resume