We are working with a well-established and reputable financial advisory firm in the West Midlands with a strong presence throughout the wider region. Their commitment to delivering outstanding financial advice has earned them a loyal client base, and they take pride in the supportive team environment.
Job Description: We have an exciting opportunity for an experienced Independent Financial Adviser to join our team. As we look to fill this position, we’re seeking an individual with a minimum of 2 years of advising experience, holding a CII Diploma qualification and actively working towards Chartered Status.
- Provide expert financial advice to our valued clients, leveraging your knowledge and expertise.
- Manage and grow an existing client bank of circa. 60 clients.
- Maintain a client-centric focus, ensuring the highest standards of compliance and service quality.
- Collaborate with our support team for seamless admin, paraplanning, and compliance support.
- Develop and nurture strong client relationships, while identifying opportunities for new business growth.
- Competitive salary/bonus structure, ranging from 30% to 34% of all revenue generated for your clients, including inherited revenue.
- Fully matched Pension contribution of 5.00%.
- Life Assurance, covering four times your basic salary.
- 25 Days of annual leave.
- The opportunity to work in a vibrant and flexible environment, both in the office and remotely, maintaining the warm and welcoming atmosphere we’re known for.
Next Steps: If you’re a motivated and experienced financial adviser looking for a dynamic opportunity in the West Midlands with a ready-made client base, we’d like to hear from you. We’re eager to fill this role swiftly.
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 in vouchers if we assist them in securing a new career.
Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management, wealth consultant, DipPFS, DipFA, CII, CISI, LIBF, CAS, SPS, CPD