At a Glance
- Tasks: Provide personalised financial advice and build long-term client relationships.
- Company: Join a leading UK wealth business backed by a major banking group.
- Benefits: Competitive salary, uncapped bonuses, and career development opportunities.
- Other info: Enjoy a steady flow of leads and a supportive work environment.
- Why this job: Make a real difference in clients' lives with tailored financial plans.
- Qualifications: Experience in financial advising and strong interpersonal skills.
Personal Wealth Adviser West Midlands | Permanent | £65,000–£80,000 depending on experience, plus uncapped performance-related bonus Are you an experienced financial adviser who believes great advice begins with understanding each client’s unique story, goals and aspirations? This is an opportunity to join a leading UK wealth business, supported by the scale, reach and client ecosystem of a major UK banking group, and to help clients build personalised financial plans that evolve with their lives. The opportunity As a Personal Wealth Adviser, you’ll provide holistic, client-led financial advice to new and existing clients through a blend of face-to-face and virtual meetings. You’ll take time to understand each client’s circumstances, ambitions and priorities, using cash flow modelling and financial planning tools to deliver clear, insightful recommendations. This is not a cold-start role. You’ll benefit from a consistent flow of leads and referrals from across a major UK banking group, alongside the systems, infrastructure and support needed to spend more time advising clients and building long-term relationships. Why join us? Constant leads and referrals: Access one of the UK’s largest client ecosystems, with an extensive retail footprint generating regular opportunities for the Wealth business. Career development: Benefi...
Wealth Adviser employer: CFP JOBS
As a Senior Financial Adviser with us in Norfolk, you will thrive in a supportive and dynamic work culture that prioritises your professional growth and success. Enjoy a competitive salary package, flexible benefits, and the opportunity to earn a six-figure income while working from home and focusing on delivering exceptional financial advice to a professional client base. Our commitment to your development is evident through comprehensive training and resources, ensuring you have everything you need to excel in your role.
