Independent Financial Adviser
4 weeks ago
Location - Meriden, UK (flexi/remote for advisers within the West Midlands)
Salary - dependent on experience / qualifications + bonus
We are working with a well-established and reputable financial advisory firm in the West Midlands with a strong presence throughout the wider region. Their commitment to delivering outstanding financial advice has earned them a loyal client base, and they take pride in the supportive team environment.
Job Description: We have an exciting opportunity for an experienced Independent Financial Adviser to join our team. As we look to fill this position, we're seeking an individual with a minimum of 2 years of advising experience, holding a CII Diploma qualification and actively working towards Chartered Status.
Key
Responsibilities:
* Provide expert financial advice to our valued clients, leveraging your knowledge and expertise.
* Manage and grow existing client base
* Maintain a client-centric focus, ensuring the highest standards of compliance and service quality.
* Collaborate with our support team for seamless admin, paraplanning, and compliance support.
* Develop and nurture strong client relationships, while identifying opportunities for new business growth.
Key Benefits:
* Competitive salary/bonus structure, ranging from 30% to 34% of all revenue generated for your clients, including inherited revenue.
* Fully matched Pension contribution of 5.00%.
* Life Assurance, covering four times your basic salary.
* 25 Days of annual leave.
* The opportunity to work in a vibrant and flexible environment, both in the office and remotely, maintaining the warm and welcoming atmosphere we're known for.
Next Steps: If you're a motivated and experienced financial adviser looking for a dynamic opportunity in the West Midlands with a ready-made client base, we'd like to hear from you. We're eager to fill this role swiftly.
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 £200 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, CAS, SPS, CPD
-
Coventry, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeFinancial Services Specialist Recruiters Job Title: Senior IFA Administrator Benefits:Competitive salary, Pension, Professional development opportunities Salary:£24,000 to £30,000 depending on qualifications and experience Our client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financial solutions and exceptional...
-
Coventry, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Senior IFA Administrator Competitive salary, Pension, Professional development opportunities 24,000 to £30,000 depending on qualifications and experience Our client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financial solutions and...
-
Coventry, United Kingdom Supreme Financial Solutions Ltd Full timeCompany Description Ensure you read the information regarding this opportunity thoroughly before making an application. Supreme Financial Solutions LTD is expanding into the mortgage and protection market. The company is committed to nurturing the best talent, ensuring personal development and progression for team members. As an appointed representative of...
-
Coventry, United Kingdom Supreme Financial Solutions LTD Full timeCompany Description Supreme Financial Solutions LTD is expanding into the mortgage and protection market. The company is committed to nurturing the best talent, ensuring personal development and progression for team members. As an appointed representative of The Openwork Partnership, Supreme Financial Solutions LTD is authorised and regulated by the...
-
Coventry, United Kingdom Supreme Financial Solutions LTD Full timeCompany DescriptionSupreme Financial Solutions LTD is expanding into the mortgage and protection market. The company is committed to nurturing the best talent, ensuring personal development and progression for team members. As an appointed representative of The Openwork Partnership, Supreme Financial Solutions LTD is authorised and regulated by the Financial...
-
Coventry, United Kingdom Supreme Financial Solutions Ltd Full timeCompany DescriptionEnsure you read the information regarding this opportunity thoroughly before making an application.Supreme Financial Solutions LTD is expanding into the mortgage and protection market. The company is committed to nurturing the best talent, ensuring personal development and progression for team members. As an appointed representative of The...
-
Coventry, United Kingdom Supreme Financial Solutions LTD Full timeJob DescriptionCompany DescriptionSupreme Financial Solutions LTD is expanding into the mortgage and protection market. The company is committed to nurturing the best talent, ensuring personal development and progression for team members. As an appointed representative of The Openwork Partnership, Supreme Financial Solutions LTD is authorised and regulated...
-
Coventry, United Kingdom Supreme Financial Solutions LTD Full timeCompany Description Supreme Financial Solutions LTD is expanding into the mortgage and protection market. The company is committed to nurturing the best talent, ensuring personal development and progression for team members. As an appointed representative of The Openwork Partnership, Supreme Financial Solutions LTD is authorised and regulated by the...
-
Coventry, United Kingdom Supreme Financial Solutions LTD Full timeCompany Description Supreme Financial Solutions LTD is expanding into the mortgage and protection market. The company is committed to nurturing the best talent, ensuring personal development and progression for team members. As an appointed representative of The Openwork Partnership, Supreme Financial Solutions LTD is authorised and regulated by the...
-
Coventry, United Kingdom Supreme Financial Solutions LTD Full timeJob Description Company Description Supreme Financial Solutions LTD is expanding into the mortgage and protection market. The company is committed to nurturing the best talent, ensuring personal development and progression for team members. As an appointed representative of The Openwork Partnership, Supreme Financial Solutions LTD is authorised and...
-
Coventry, United Kingdom Supreme Financial Solutions LTD Full timeCompany DescriptionSupreme Financial Solutions LTD is expanding into the mortgage and protection market. The company is committed to nurturing the best talent, ensuring personal development and progression for team members. As an appointed representative of The Openwork Partnership, Supreme Financial Solutions LTD is authorised and regulated by the Financial...
-
Coventry, United Kingdom Supreme Financial Solutions Ltd Full timeCompany DescriptionEnsure you read the information regarding this opportunity thoroughly before making an application.Supreme Financial Solutions LTD is expanding into the mortgage and protection market. The company is committed to nurturing the best talent, ensuring personal development and progression for team members. As an appointed representative of The...
-
Coventry, United Kingdom Supreme Financial Solutions LTD Full timeCompany DescriptionSupreme Financial Solutions LTD is expanding into the mortgage and protection market. The company is committed to nurturing the best talent, ensuring personal development and progression for team members. As an appointed representative of The Openwork Partnership, Supreme Financial Solutions LTD is authorised and regulated by the Financial...
-
Self Employed Mortgage Broker
2 weeks ago
Coventry, United Kingdom Supreme Financial Solutions LTD Full timeCompany Description Supreme Financial Solutions LTD is expanding into the mortgage and protection market. The company is committed to nurturing the best talent, ensuring personal development and progression for team members. As an appointed representative of The Openwork Partnership, Supreme Financial Solutions LTD is authorised and regulated by the...
-
Self Employed Mortgage Broker
1 month ago
Coventry, United Kingdom Supreme Financial Solutions LTD Full timeCompany Description Supreme Financial Solutions LTD is expanding into the mortgage and protection market. The company is committed to nurturing the best talent, ensuring personal development and progression for team members. As an appointed representative of The Openwork Partnership, Supreme Financial Solutions LTD is authorised and regulated by the...
-
Self Employed Mortgage Broker
3 days ago
Coventry, United Kingdom Supreme Financial Solutions Ltd Full timeSupreme Financial Solutions LTD is expanding into the mortgage and protection market. The company is committed to nurturing the best talent, ensuring personal development and progression for team members. As an appointed representative of The Openwork Partnership, Supreme Financial Solutions LTD is authorised and regulated by the Financial Conduct...
-
Employed Financial Planner
2 weeks ago
Coventry, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Employed Financial Planner Location: Kenilworth Benefits: Competitive salary, Pension, Professional development opportunities Salary: £35,000 to £40,000 plus bonus depending on qualifications and experience. About the Company: Our client is a respected Independent Financial...
-
Employed Financial Planner
2 weeks ago
Coventry, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title: Employed Financial PlannerLocation: KenilworthBenefits:Competitive salary, Pension, Professional development opportunitiesSalary:£35,000 to £40,000 plus bonus depending on qualifications and experience.About the Company:Our client is a respected Independent Financial Advisor (IFA) firm...
-
Employed Financial Planner
1 month ago
Coventry, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title: Employed Financial PlannerLocation: KenilworthBenefits:Competitive salary, Pension, Professional development opportunitiesSalary:£35,000 to £40,000 plus bonus depending on qualifications and experience.About the Company:Our client is a respected Independent Financial Advisor (IFA) firm...
-
Employed Financial Planner
2 weeks ago
Coventry, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title: Employed Financial PlannerLocation: KenilworthBenefits:Competitive salary, Pension, Professional development opportunitiesSalary:£35,000 to £40,000 plus bonus depending on qualifications and experience.About the Company:Our client is a respected Independent Financial Advisor (IFA) firm...