Wolverhampton
Financial Adviser – West Midlands
Are you a skilled and passionate financial adviser looking for a unique opportunity to take your career to the next level? A highly reputable IFA is seeking an experienced financial adviser to join their dynamic team. With over 50 years of combined Independent Financial Adviser (IFA) experience, the business has created a culture dedicated to delivering high-quality financial advice with a focus on local, personal service.
Currently, the team of three advisers expertly covers £200 million in Funds Under Management (FUM). However, in order to ensure clients are serviced to the highest possible standard, they are looking to bring in additional adviser support. This presents an exciting opportunity for a new financial adviser to build and nurture client relationships, benefiting from the director’s guidance and expertise.
Position Overview:
As a Financial Adviser, you’ll have the chance to work within a collaborative environment, supported by a back-office team located in the Wolverhampton office. They understand the importance of flexibility, and while there’s no official requirement to be in the office, establishing a strong rapport with the support team is highly beneficial for success in this role.
Package and Benefits:
Your hard work and dedication will be rewarded with a competitive package that recognises your expertise:
- Competitive basic salary
- Performance-based bonus
- 6% pension contribution
- 4x life assurance
- Car allowance
- 23 days of annual leave (increasing to 25 after 1 year and 28 after 2 years)
Why Join Them
- Client Relationships: The client base is built on referrals and word of mouth, reflecting the trust and satisfaction the clients have in their services. This provides a solid foundation for your growth and success.
- Experienced Leadership: The business leaders bring over 50 years of combined IFA experience to the table, offering invaluable mentorship and guidance.
- Client bank: You’ll have the unique opportunity to seamlessly inherit and build upon an existing client portfolio.
- Collaborative Culture: The team thrives in a supportive, collaborative atmosphere where innovation and personal growth are encouraged.
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: IFA, Financial Advisor, Financial Planner, Financial Planning, Wealth Manager, Financial Consultant, Independent Financial Advice, Advisory, Pensions, Investments, IHT, CAS, SPS, DipPFS, DipFA, CII, CAS, SPS, LIBF