Financial Adviser

  • £50000 - £65000 per annum
  • West Midlands, UK

Job Title: Financial Planner Location: West Midlands 
Join a dynamic financial services firm at an exciting time of growth and expansion. With a commitment to delivering excellent service to clients, we prioritize a client-centric culture and professional development. We are seeking an additional Financial Planner to join our team, based in the West Midlands area. If you are someone who always puts the client’s needs first, then we want to hear from you.Requirements:

  • CII Level 4 Diploma qualification (minimum).
  • Minimum of three years’ experience advising clients.
  • Drive, determination, and commitment demonstrated in everyday working practices.
  • Excellent communication skills, with a focus on teamwork and client satisfaction.
  • Commitment to ongoing personal and professional development.
  • Proven track record of success as a tied, restricted, or independent financial planner.

Key Responsibilities:

  • Provide comprehensive financial planning services to clients, prioritizing their needs and objectives.
  • Receive full admin and paraplanning support.
  • Manage existing client relationships inherited from long-standing planners.
  • Develop new client relationships through proactive networking and business development efforts.

Benefits Package:

  • Financial Planner Bonus Scheme.
  • Fully matched Pension of 5.00%.
  • Life Assurance (4 times basic salary).
  • 28 Days Holidays plus Bank Holidays.
  • Gradual client handover process, factored into revenue thresholds.

If you are seeking a long-term role in a company that values its employees, fosters a great working culture, and prioritizes client satisfaction, then this role could be perfect for you. Join us and contribute to our mission of providing exceptional financial services to our clients.
Note: Interested candidates should apply with their updated CV. Only shortlisted applicants will be contacted for further discussion.

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    Advertised by:

    Bridget Holder

    Divisional Manager

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