Independent Financial Adviser: Strategic Wealth Growth

Asset Recruit; Kidderminster; On-site; GBP 30,000 - 60,000; Full time

Job summary

A leading financial advisory firm in Kidderminster is looking for experienced financial advisers to provide strategic financial advice and cultivate client relationships. Candidates should possess a Level 4 Diploma in Financial Planning and be able to self-generate new clients. This role requires understanding various financial products and the ability to assess clients' financial situations accurately. This position offers significant opportunities for personal and professional growth within a rapidly growing firm.

Qualifications

• Proven ability to self-generate clients from personal sources.
• Strong understanding of regulatory requirements in financial services.
• Current knowledge of financial products and market trends.

Responsibilities

• Provide strategic advice across various financial products.
• Assess client’s financial situations and develop plans.
• Cultivate relationships and maintain a strong client base.
• Research industry developments to ensure updated knowledge.

Skills

Client relationship building

Strategic financial advice

Knowledge of investment products

Understanding of financial planning

Education

Min Level 4 Diploma in Financial Planning

Job description

A leading financial advisory firm in Kidderminster is looking for experienced financial advisers to provide strategic financial advice and cultivate client relationships. Candidates should possess a Level 4 Diploma in Financial Planning and be able to self-generate new clients. This role requires understanding various financial products and the ability to assess clients' financial situations accurately. This position offers significant opportunities for personal and professional growth within a rapidly growing firm.