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Financial Adviser - Midlands - £40k-£60k

£40,000 - £60,000 yearly
Recruit UK

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Job Title: Financial Adviser

Industry: Financial Planning

Location: Bromsgrove

Salary: £40,000 – £60,000

Reference Number: 14607

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Adviser in the midlands to join an Independent Financial Planning firm in Bromsgrove.

Within the Midlands, the business has physical offices in both the west and the east midlands. They are in a position where they are now looking for a financial adviser to join and assist a Senior financial planner with their clients. This will mean ongoing servicing of clients with the Senior financial planner with the view to inherit some of these clients as your own and continue to build your own client base from there. There’s a strong and sustainable mix of business including Pensions and investments

They are looking to speak with experienced advisers who appreciate the importance of excellent client care. A key part of the role will be getting out in front of the existing clients and securing their loyalty to the business and its offerings.

This is a business who ensures their clients are provided with the advice they deserve, recognising that each client is different and therefore tailor their services to the client and offer a broad range of solutions. Allowing them to best advise their clients without bias.

There is full back office support in place including Compliance, Paraplanning and Administration.

The Opportunity:

An employed Financial Planner role with active clients to service.

Key Responsibilities:

  • Communicating complex processes in an easy to understand the manner
  • Excellent customer service
  • Secure existing client bank
  • Look to grow business written, both through existing clients and referrals
  • Provide sound advice with clients best interest at the heart of decision making

What’s in it for you:

  • Attractive Salary of £50,000 or above for Chartered advisers.
  • 25 days holiday plus bank holidays
  • Healthcare cash plan
  • Young vibrant friendly team to join
  • Ongoing study and exam support

Skills and experience required:

  • Level 4 Diploma in financial advice
  • Passion for providing a quality service
  • Good Organisational skills
  • Excellent communication skills
  • Attention to detail and analytical skills

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 Planning firm in Bromsgrove 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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