Financial Adviser - Midlands - To £60k

Ferguson Dean; Metropolitan Borough of Solihull; On-site; GBP 60,000; Full time

Job summary

A prestigious financial planning company in Solihull seeks a Financial Adviser to join their team. The role offers competitive salary up to £60,000, professional development, a strong client base, and access to warm leads. Ideal candidates will have experience in financial advice and possess a Level 4 Diploma in Financial Planning.

Benefits

23 days holiday entitlement + bank holidays

Generous company pension

On site parking

Career professional development

Bonus scheme based on validation

Qualifications

• Experience in an IFA/Wealth Management firm required.
• Strong rapport building and business development skills essential.

Responsibilities

• Develop business further and assist with servicing existing clients.
• Access to a generous influx of warm leads for client generation.

Skills

Rapport building

Business development

Education

Level 4 Diploma in Financial Planning

Job description

Job Title: Financial Adviser

Industry: Financial Planning

Location: Solihull

Salary: Up to £60,000 (higher salary negotiable)

Job Reference: 9075

Job Description:

Recruit UK is working on an excellent opportunity for a Financial Adviser to join a well-established and prestigious financial planning company, in Solihull.

This is an exciting opportunity to join a successful and well-regarded financial planning company. They specialise in providing advice to a niche area of professionals and have solid relationships with all of their clients, providing their clients with long-term support and advice. They pride themselves on their expertise in the medical field and the quality and service they can offer their clients.

They are looking for an additional Financial Adviser to join their team and develop their business further. They have 3 existing Senior Advisers who are at capacity at present, so they are looking for an additional Financial Adviser to come on board, assist with servicing some existing clients and develop new ones alongside this. As a company they have a generous influx of warm leads that you will have access to, to develop your own base of clients alongside this and back office support as well.

What’s on offer?

· 23 days holiday entitlement + bank holidays

· Salaries up to £60,000 (higher salaries negotiable dependent on experience)

· Fantastic work culture

· Clients to inherit from existing advisers

· Bonus scheme – 2.5 x validation – 25% accumulated thereafter hitting the threshold

· Generous influx of warm leads to generate clients from

· Generous company pension

· On site parking

· Career professional development

Skills and experience required:

· Level 4 Diploma in Financial Planning

· Previous Financial Advice experience in an IFA/Wealth Management firm

· Rapport building skills

· Business development 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 is pleased to be working with a well-established financial planning firm on a Financial Adviser role near Solihull.

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 job 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.