Independent Financial Adviser

Independent Financial Adviser

No working from home possible
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Job Ref 91066

Location Worcester

Salary £50,000 - £70,000 Per Annum

Employment Type Permanent

  • Location: Worcester, Worcestershire
  • Type: Permanent
  • Job #91066
  • Salary: £50,000 - £70,000 Per Annum

Independent Financial Adviser – West Midlands/Remote – Up to £70,000

The opportunity for an Independent Financial Adviser to join a firm of professional independent financial consultants based in the West-Midlands. The firm provides leading advice to a diverse range of clients, all looking for the same unique experience. This is an exciting chance to join a firm with a great reputation.

The Opportunity

The client have built up their business over the last 15 years leaving them with a strong level of clients and AUM within the business so there is both an aspect of retention and new business within the role. They are in the process of re-branding to become part of a larger group, taking the firm up to £1Bn AUM with offices across the Midlands, South-West and London. There are a number of clients to be passed across from within the business as well as retiring advisers.

Benefits

  • Hybrid and flexible working agreement
  • Competitive bonus structure based on retention as well as new business focused
  • 25 days holiday + 8 bank holidays
  • 8% Employer contribution pension
  • Life Assurance
  • exam/study support
  • Free on-site parking
  • BUPA healthcare

What’s needed for me to be considered?

To be considered for the fantastic role as a Financial Adviser, candidates need

To Be

  • Level 4 Diploma qualified in Financial Planning with CAS.
  • Experience working within a similar role.
  • Demonstrate extensive advising knowledge.
  • Chartered Status is preferred, or working towards.

Job Synonyms: Financial Advisor, IFA, Wealth Manager, Wealth Planner, Financial Planner

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Independent Financial Adviser employer: Eden Rose

Total Waste Management is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, this role provides clear pathways to senior positions, alongside a competitive bonus scheme and the opportunity to engage with large multi-site clients in the manufacturing sector. Join us to be part of a forward-thinking consultancy that values your contributions and supports your professional development.

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Contact Details:

Eden Rose Recruitment Team