Job Title: Financial Adviser

Industry: Financial Planning

Location: Birmingham

Salary: £45,000 – £50,000

Job Reference: 15147

Job Description:

Recruit UK is working on an excellent opportunity for a Financial Adviser near Birmingham to join a well-regarded and successful Financial Advice practice.

The company is now in a position to bring on an additional Adviser to join the existing and successful advice team. A current adviser has reached capacity and the firm is now seeking an experienced adviser to come on board, to allocate a number of the existing clients for you to service and support on an ongoing basis.

This practice has developed excellent and long-term relationships with their clients, ensuring to provide a quality advice service and client experience. They are dedicated to meeting clients’ needs. They offer complex, technical, and holistic financial advice to HNW clients – they have a real focus on life planning and coaching.

 

What’s in it for you:

• Starting salaries from £45,000 – £50,000 (negotiable) dependent on skills and experience
• 23 days holiday plus bank holidays
• Generous pension contribution
• Client bank readily available to allocate to you to service
• No new business targets
• Home-based role
• Travel/mileage cover
• Discretionary bonus
• Back office support – your own dedicated client relationship manager

 

Skills and experience required:

• Level 4 Financial Planning Diploma
• Previous experience as an IFA or a Wealth Manager
• Experience giving advice to HNW clients
• Exposure to technical complex advice
• Client relationship management skills and development         

 

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 an Independent Financial Advice firm on a Financial Adviser role near 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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