Independent Financial Adviser

RecruitUK; Worcester; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Attractive Salary of £50,000 or above

Young vibrant friendly team

Ongoing study and exam support

Job summary

A financial planning firm in the Midlands is seeking a Financial Adviser to manage an existing client bank. The role involves building client loyalty and providing tailored financial advice, supported by a young, vibrant team. A Level 4 Diploma in financial advice is required, alongside strong organisational and analytical skills. The salary is attractive, starting from £50,000 for Chartered advisers, with ongoing support for professional development.

Qualifications

• Level 4 Diploma in financial advice is necessary.
• Must have a passion for providing quality client service.
• Good organisational skills and attention to detail are crucial.

Responsibilities

• Communicate complex processes in an easy-to-understand manner.
• Grow business through existing clients and referrals.
• Provide sound advice with clients' best interests at heart.

Skills

Level 4 Diploma in financial advice

Passion for providing a quality service

Good organisational skills

Attention to detail and analytical skills

Job description

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.