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Job Details

Job Title: Desk Based Financial Adviser

Industry: Financial Advice

Location: Birmingham

Salary: £35,000 – £65,000 + Bonus

Reference Number: 14723

Job Description:

Recruit UK are working on an excellent opportunity for a Desk Based Financial Adviser in Birmingham to join one of the UK’s leading and rapidly growing Independent Financial Advice firms.

You will be joining a team of 255 IFA’s with 400 dedicated support staff. This is a desk-based position so you will be based in their offices in the heart of Birmingham city center, servicing clients on an ongoing basis via the telephone, developing new clients through allocated leads, and acquiring clients via retiring IFA’s.

They offer unparalleled back-office support to their advisers, who get assigned a pod of paraplanners, administrator, a dedicated pension transfer team on top of highly streamlined technology.

 

What’s in it for you:

  • Potentially clients for you to work with and a high level of qualified leads for you to develop new clients
  • Competitive salary up to £65,000 (and above dependent on qualifications/experience)
  • Defined bonus worked out through validation (no grey area with earnings)
  • Comprehensive benefits: Pension, Share options, etc.
  • Laptop/Phone
  • Full back-office support (Dedicated Paraplanners/Admin/Pension Transfer Team)

 

Skills and experience required:

  • Level 4 Diploma (Chartered desirable)
  • Strong track record providing Financial Advice
  • Ability to work independently
  • Commercially to maximize on opportunities presented

 

If you are looking for a company that gives you access to excellent branding, support with leads and clients, full back office support, and a generous salary/earning potential, then get in contact to discuss this opportunity in further detail.

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a national IFA firm on the Desk Based Financial Adviser role in Birmingham.

 

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the job market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.
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Job Title: Desk Based Financial Adviser

Industry: Financial Advice

Location: Birmingham

Salary: £35,000 – £65,000 + Bonus

Reference Number: 14723

Job Description:

Recruit UK are working on an excellent opportunity for a Desk Based Financial Adviser in Birmingham to join one of the UK’s leading and rapidly growing Independent Financial Advice firms.

You will be joining a team of 255 IFA’s with 400 dedicated support staff. This is a desk-based position so you will be based in their offices in the heart of Birmingham city center, servicing clients on an ongoing basis via the telephone, developing new clients through allocated leads, and acquiring clients via retiring IFA’s.

They offer unparalleled back-office support to their advisers, who get assigned a pod of paraplanners, administrator, a dedicated pension transfer team on top of highly streamlined technology.

 

What’s in it for you:

  • Potentially clients for you to work with and a high level of qualified leads for you to develop new clients
  • Competitive salary up to £65,000 (and above dependent on qualifications/experience)
  • Defined bonus worked out through validation (no grey area with earnings)
  • Comprehensive benefits: Pension, Share options, etc.
  • Laptop/Phone
  • Full back-office support (Dedicated Paraplanners/Admin/Pension Transfer Team)

 

Skills and experience required:

  • Level 4 Diploma (Chartered desirable)
  • Strong track record providing Financial Advice
  • Ability to work independently
  • Commercially to maximize on opportunities presented

 

If you are looking for a company that gives you access to excellent branding, support with leads and clients, full back office support, and a generous salary/earning potential, then get in contact to discuss this opportunity in further detail.

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a national IFA firm on the Desk Based Financial Adviser role in Birmingham.

 

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the job market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.
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