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Job Details

Job Title: Financial Adviser

Industry: Financial Planning

Location: Sutton Coldfield

Salary: £35,000 – £42,000

Job reference: 14731

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Adviser in Sutton Coldfield to join a brilliant Financial Planning firm.

If you are a financial adviser seeking a new opportunity that can support you with clients, provide you with an excellent number of inbound leads, full back office support (including technical support i.e. paraplanning, administration and compliance), then look no further.

Joining this company, you also will get full autonomy around your diary, client management and IT support to conduct your meetings with clients either virtually or in-house.

This firm is looking to bring on a new Financial Adviser in the West Midlands who is looking for an employed opportunity, to inherit existing clients and service these, whilst developing new business. This is a perfect role for someone who is client servicing focused and good at networking.

 

What’s in it for you:

  • Salaries up to £42, 000 dependent on skill set and experience (negotiable)
  • Clients available to be allocated and excellent inbound lead sources
  • Pension contribution
  • NHS top-up scheme
  • 25 days holiday plus bank holidays plus a 2-day holiday exchange
  • Flexibility to work from home or in the office
  • Full back-office support (technical support and administration)
  • The great office location for transport links
  • Brilliant IT infrastructure
  • Ongoing study support and career professional development

 

Skills and experience required:

  • Level 4 Financial Planning Diploma
  • AF7 is desirable
  • Motivated and driven individuals
  • Rapport building skills
  • Those with the ability to prioritise their own workload
  • Previous experience as a Financial Adviser, ideally within an IFA or Wealth Management firm

 

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 are pleased to be working with an Independent Financial Advice firm based in Sutton Coldfield on a Financial Adviser role.

 

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 jobs 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: Financial Adviser

Industry: Financial Planning

Location: Sutton Coldfield

Salary: £35,000 – £42,000

Job reference: 14731

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Adviser in Sutton Coldfield to join a brilliant Financial Planning firm.

If you are a financial adviser seeking a new opportunity that can support you with clients, provide you with an excellent number of inbound leads, full back office support (including technical support i.e. paraplanning, administration and compliance), then look no further.

Joining this company, you also will get full autonomy around your diary, client management and IT support to conduct your meetings with clients either virtually or in-house.

This firm is looking to bring on a new Financial Adviser in the West Midlands who is looking for an employed opportunity, to inherit existing clients and service these, whilst developing new business. This is a perfect role for someone who is client servicing focused and good at networking.

 

What’s in it for you:

  • Salaries up to £42, 000 dependent on skill set and experience (negotiable)
  • Clients available to be allocated and excellent inbound lead sources
  • Pension contribution
  • NHS top-up scheme
  • 25 days holiday plus bank holidays plus a 2-day holiday exchange
  • Flexibility to work from home or in the office
  • Full back-office support (technical support and administration)
  • The great office location for transport links
  • Brilliant IT infrastructure
  • Ongoing study support and career professional development

 

Skills and experience required:

  • Level 4 Financial Planning Diploma
  • AF7 is desirable
  • Motivated and driven individuals
  • Rapport building skills
  • Those with the ability to prioritise their own workload
  • Previous experience as a Financial Adviser, ideally within an IFA or Wealth Management firm

 

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 are pleased to be working with an Independent Financial Advice firm based in Sutton Coldfield on a Financial Adviser role.

 

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 jobs 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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