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Financial Adviser

3 months ago

West Midlands, United Kingdom Premier Jobs UK Limited Full time
This employed Financial Adviser job covering Wolverhampton, Bridgnorth and Birmingham provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing.

You will be provided with clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to maintain relationships whilst also seeking new business opportunities where available.

The firm is fully independent with its own investment proposition. You will receive full support from their team of Paraplanners and Administrators.

The client bank will be spread across Wolverhampton, Bridgnorth and Birmingham

Financial Adviser Requirements
You should be a current Financial Adviser with experience of delivering quality client serviceYou should have 4+ years financial planning experienceYou must be fully Diploma qualified in financial planning
The Company

This independent financial advice group has grown significantly since its inception in 2011, through acquiring smaller IFAs plus organic growth by developing accountancy connections and various marketing initiatives. With excellent experience combined from their Senior team, they are in a great position to continue developing the business.

Financial Adviser Benefits
Salary of circa £55,000 plus bonusesPlus, 3% & 5% pension contribution, 4x DIS, 23 days holiday plus bank holidays and your birthday off and financial support towards examsHybrid roleExcellent mentoring support from highly accomplished team
Locations

Wolverhampton / Bridgnorth / Birmingham