Employed Financial Adviser – Birmingham / Coventry

recruitukltd Salary: £35,000 to £55,000 doe plus bonus

I am working on an exciting opportunity with a Chartered Independent Financial Advice firm who are proud of doing things a bit differently. This is a salaried role with a genuine focus on work life balance and ethical practices.


They are looking to bring an experienced adviser in to their business to work with their existing clients and maintain the excellent levels of service that they pride themselves in. The opportunity has arisen due to a retiring adviser leaving the business.


The company has a strong reputation as a leading Midlands firm of Chartered Independent Financial Advisers, they offer a full range of financial and tax efficiency solutions and advice on investment portfolios, pension and tax planning and wealth management solutions.

They were established with the aim of helping all businesses to be recognised in their industry and by their employees as an “Employer of Choice”. They believe that at the core of every successful business is an effective employee benefits strategy that seeks to balance the differing needs of employees with an employer’s desire to attract, motivate, retain and reward the best employees as cost effectively as possible.


Due to reputation in this market they are often requested to offer directors, entrepreneurs, senior management and staff advice on their personal wealth. Therefore as well as offering employee benefits strategies they also offer individual wealth management so they have the ability to cover both employee pension schemes and individual savings plans.

This is a company that is proud to have achieved Chartered Status and will fully fund and support you in your studies to achieve this qualification yourself if you haven’t already.


What they are looking for;

  • Level 4 Diploma qualified
  • Confident Communicator
  • Someone who prides themselves in the quality of service and advice they provide
  • Loyal and friendly individuals


What’s on offer;

  • A career for life
  • A welcoming and friendly team
  • A genuine focus on work life balance
  • Everyone finishes at 1.30pm on a Friday!
  • Free parking


For more information on this role, please contact Russell Davies at Recruit UK on 01179-170418. Quote reference 12362

To apply for this job email your details to russell.davies@recruitukltd.co.uk