Independent Financial Adviser

Eden Rose; England; On-site; GBP 50,000 - 60,000; Full time

Job summary

A leading Midlands firm of Chartered Independent Financial Advisers is looking for an experienced Independent Financial Adviser to provide exceptional client-focused financial solutions, including pensions and health insurance, within a supportive work environment. They offer a competitive salary, benefits package, and opportunities to grow your career.

Benefits

Generous bonus scheme

Healthcare discount

Critical illness cover

25 days holiday plus bank holidays

Friday early finish

Onsite parking

Qualifications

• Strong understanding of the financial markets and the regulatory environment.
• Excellent communication and interpersonal skills.
• Ability to build rapport with clients and understand their needs.
• Commitment to providing high-quality service.

Responsibilities

• Providing financial advice to businesses on various products.
• Developing employee benefits strategies.
• Managing client relationships.
• Maintaining compliance with regulatory requirements.

Skills

Understanding of financial markets

Excellent communication skills

Interpersonal skills

Client rapport building

High-quality service commitment

Job description

Independent Financial Adviser - Coventry - Up to GBP60,000

Are you an experienced Financial Adviser looking for a new home to provide a unique offering to clients? We are working with a leading Midlands firm of Chartered Independent Financial Advisers who are looking for a qualified and experienced financial adviser to join the team.

Why this company?

• They are a leading Midlands firm of Chartered Independent Financial Advisers with a strong reputation for providing high-quality service.
• They offer a competitive salary and benefits package, including a generous bonus scheme.
• They have a supportive and collaborative working environment.
• They are committed to providing their employees with opportunities to develop and progress their careers.

The role will involve:

• Providing financial advice to businesses on a range of products, such as pensions, health insurance, and life insurance
• Developing and implementing employee benefits strategies
• Managing client relationships
• Maintaining compliance with regulatory requirements

Benefits

• 4xDIS
• Active Client Bank to be passed over
• Healthcare discount
• Critical illness cover
• 25 days holiday bank holidays
• Friday early finish
• Onsite parking

The ideal candidate will have:

• A strong understanding of the financial markets and the regulatory environment
• Excellent communication and interpersonal skills
• The ability to build rapport with clients and understand their needs
• A commitment to providing high-quality service

If you are a qualified and experienced financial adviser with a passion for helping businesses and individuals achieve their financial goals, then we would love to hear from you!

What next?

Apply today to be considered for this Financial Adviser opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive GBP200 in vouchers if we assist them in securing a new career.

Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management, wealth consultant, DipPFS, DipFA, CII, CISI, LIBF