At a Glance
- Tasks: Provide tailored financial advice and build strong client relationships.
- Company: Independent Financial Planning firm with a focus on client care.
- Benefits: Attractive salary, ongoing study support, and a vibrant team environment.
- Other info: Full back office support and excellent career growth opportunities.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: Level 4 Diploma in financial advice and a passion for quality service.
The predicted salary is between 49500 - 60500 £ per year.
Overview
Recruit UK are working on an excellent opportunity for a Financial Adviser in The Midlands to join an Independent Financial Planning firm.
Within the Midlands the business has physical offices in both Leicestershire and Worcestershire.
They are in a position where they have a retiring IFA who is leaving an active and sizeable client bank.
The client bank has a fairly wide geographical spread with clients throughout the Midlands area.
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 which ensures its 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 an active client bank.
Key Responsibilities
- Communicating complex processes in an easy to understand manner
- 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.
- 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
- Attention to detail and analytical skills
- 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.
- #J-18808-Ljbffr
Independent Financial Adviser in Worcester employer: RecruitUK
Join a thriving Wealth Management firm in Fareham that values family-oriented culture and genuine client relationships. With benefits like private medical insurance, pension contributions, and flexible working options, this is an excellent opportunity for a Financial Adviser looking to grow in a supportive environment. The firm prioritises employee development through regular one-on-one support and offers immediate bonuses from client income, making it a rewarding place to build your career.
