Financial Advisor

Reed; West Midlands; On-site; GBP 40,500 - 49,500; Full time

Benefits offered by this job

Salary up to £45k

Commission scheme

Study support

Career progression

Holiday 24 days + bank holidays

Quarterly bonus

Job summary

Reed is seeking an Experienced Financial Adviser in the West Midlands to deliver holistic financial planning and investment guidance for new and existing clients. The role emphasizes building long-term client relationships and staying compliant with evolving regulations.

You will assess needs, craft bespoke strategies, and collaborate internally to meet targets, with a focus on high-quality service and regulatory diligence.

Qualifications

• Minimum 3 years' experience in financial advice
• Level 4 Diploma in Financial Planning (or equivalent) required
• Excellent communication and relationship management skills
• Strong knowledge of investment products, pensions, and protection planning
• Ability to work in a client-focused, compliant manner

Responsibilities

• Deliver comprehensive holistic financial planning and investment advice
• Develop and maintain strong client relationships
• Assess client needs and create bespoke financial strategies
• Stay up to date with regulatory requirements and market developments
• Work collaboratively with internal teams to ensure client satisfaction
• Achieve agreed performance and compliance targets

Skills

Communication

Relationship management

Investment products

Pensions

Protection planning

Regulatory compliance

Education

Level 4 Diploma in Financial Planning

Job description

Experienced Financial Adviser

Employment Type: Full-time

About the Role: We are looking for an experienced Financial Adviser to provide expert guidance and tailored financial solutions to new and existing clients. This role requires strong interpersonal skills and a proven ability to build long‑term relationships.

Key Responsibilities:

• Deliver comprehensive holistic financial planning and investment advice
• Develop and maintain strong client relationships
• Assess client needs and create bespoke financial strategies
• Stay up to date with regulatory requirements and market developments
• Work collaboratively with internal teams to ensure client satisfaction
• Achieve agreed performance and compliance targets

Skills & Qualifications:

• Minimum 3 years' experience in financial advice
• Level 4 Diploma in Financial Planning (or equivalent) required
• Excellent communication and relationship management skills
• Strong knowledge of investment products, pensions, and protection planning
• Ability to work in a client-focused, compliant manner

Benefits:

• Salary - Up to £45k but can go higher depending on experience
• Bespoke Commission scheme to suit you
• Study support for higher qualifications
• Progression is strongly supported whether further in advice, or in other areas of interest
• Holiday - 24 days + bank holidays. Closed over Christmas.
• Quarterly discretionary bonus