Independent Financial Planner - Active Client Bank & Growth

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

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.