Financial Advisor

2 weeks ago


Wolverhampton, 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 service
  • You should have 4+ years financial planning experience
  • You 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 IFA’s 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 bonuses
  • Plus, 3% & 5% pension contribution, 4x DIS, 23 days holiday plus bank holidays and your birthday off and financial support towards exams
  • Hybrid role
  • Excellent mentoring support from highly accomplished team

Locations

Wolverhampton / Bridgnorth / Birmingham

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information


  • Financial Advisor

    2 months ago


    Wolverhampton, United Kingdom Capio Recruitment Full time

    Capio recruitment are working closely with an Independent Financial Planning firm who are looking for an Independent Financial Adviser to join their team in Wolverhampton. They pride themselves on their values and always put the customer first at every step of the way. They are one of the UK's leading integrated wealth management and professional service...


  • Wolverhampton, United Kingdom NGen Financial Planning Full time

    You will lead the preparation of suitability reports for approval by the Financial Adviser, in line with company policy, and prepare associated documentation as required. Working with the administration team this will include the pre-completion of documentation ready for clients to check and sign. - Responsible for day-to-day paraplanning tasks - identifying...


  • Wolverhampton, West Midlands, United Kingdom Rayner Personnel Full time

    Protection Advisor - Remote Are you an experienced Protection Advisor looking to team up with a mortgage company that has an abundance of leads and puts protection at the forefront of their business? My client is seeking an experienced Protection Advisor to join their growing team on an employed, remote basis. Our client is a well-established and...


  • Wolverhampton, West Midlands, United Kingdom Rayner Personnel Full time €30,000

    Protection Advisor - Remote Are you an experienced Protection Advisor looking to team up with a mortgage company that has an abundance of leads and puts protection at the forefront of their business? My client is seeking an experienced Protection Advisor to join their growing team on an employed, remote basis. Our client is a well-established and...

  • Financial Advisor

    2 weeks ago


    Wolverhampton, United Kingdom Premier Jobs UK 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...

  • Financial Advisor

    3 weeks ago


    Wolverhampton, United Kingdom Premier Jobs UK 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...

  • Financial Advisor

    2 weeks ago


    Wolverhampton, United Kingdom Premier Jobs UK 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...

  • HR Advisor

    2 months ago


    Wolverhampton, United Kingdom Bell Cornwall Recruitment Full time

    **HR Advisor** **SA/BCR/10688** **6 Month FTC** **Wolverhampton** **£32,000-£38,000** *** Bell Cornwall Recruitment is pleased to be supporting an Investment Banking company in its search for a HR advisor to join them on a temporary 6 month basis! HR Advisor Responsibilities: - Providing advice and support to managerial staff on HR matters -...

  • HR Advisor

    2 days ago


    Wolverhampton, United Kingdom Bell Cornwall Recruitment Full time

    **HR Advisor** **SA/BCR/10688** **6 Month FTC** **Wolverhampton** **£32,000-£38,000** *** Bell Cornwall Recruitment is pleased to be supporting an Investment Banking company in its search for a HR advisor to join them on a temporary 6 month basis! HR Advisor Responsibilities: - Providing advice and support to managerial staff on HR matters -...

  • Protection Advisor

    7 days ago


    Wolverhampton, Wolverhampton, United Kingdom Rayner Personnel Full time

    Protection Advisor - RemoteBasic Salary up to £30,000 DOE OTE of £60,000+Looking for an experienced Protection Advisor to join a well-established Mortgage provider and work with a leading estate agency. The role offers flexibility, access to support, training, and lead generation opportunities.What is on offerBasic Salary up to £30,000 (DoE)OTE of...

  • Protection Advisor

    2 weeks ago


    Wolverhampton, United Kingdom Rayner Personnel Full time

    Protection Advisor – Remote Basic Salary up to £30,000 DOE OTE of £60,000+    Are you an experienced Protection Advisor looking to team up with a mortgage company that has an abundance of leads and puts protection at the forefront of their business? My client is seeking an experienced Protection Advisor to join their growing team on an employed,...

  • Mortgage Advisor

    3 weeks ago


    Wolverhampton, United Kingdom NRG Resourcing Ltd Full time

    Ever wondered how many mortgages you could complete if you had a team to qualify your clients and book in appointments? How about also having a dedicated team that handles all your administration through to completion? If you’re looking to release your time spent chasing and unlock your earning potential, this is the role for you! Mortgage Advisor Role As...

  • Sales Advisor

    3 weeks ago


    Wolverhampton, United Kingdom Euro Car Parts Full time

    **Sales Advisor - Wolverhampton** **The Role**: As a Sales Advisor within our branches, you are pivotal to the success of the business. You will build relationships with trade customers on a regular basis both in person in the branch and over the phone, aiming to win new business and cement relationships with existing trade customers - ultimately delivering...

  • Sales Advisor

    3 weeks ago


    Wolverhampton, United Kingdom Euro Car Parts Full time

    **Sales Advisor - Wolverhampton** **The Role**: As a Sales Advisor within our branches, you are pivotal to the success of the business. You will build relationships with trade customers on a regular basis both in person in the branch and over the phone, aiming to win new business and cement relationships with existing trade customers - ultimately delivering...

  • Mortgage Advisor

    1 week ago


    Wolverhampton, Wolverhampton, United Kingdom NRG Resourcing Ltd Full time

    Join our team as a Mortgage Advisor at a well-established Brokerage!Are you tired of spending your time chasing clients and want to unleash your earning potential? This is the job you've been looking for!Mortgage Advisor RoleAs the Mortgage Advisor at the Brokerage, you will need a solid understanding of the mortgage industry and be able to provide advice...

  • Customer Advisor

    1 week ago


    Wolverhampton, United Kingdom Pavers Full time

    We have a part time Customer Advisor opportunity to join our Pavers team in Hollybush Garden Centre, Shareshill, Wolverhampton on an 8 hours per week contract. You’ll need good availability as the role will include a mixture of weekend and weekday working. **What we look for in a Customer Advisor** We are looking for **friendly**, **engaging**, and...

  • Customer Advisor

    3 weeks ago


    Wolverhampton, United Kingdom Pavers Full time

    We have a part time Customer Advisor opportunity to join our Pavers team in Hollybush Garden Centre, Wolverhampton on an 8 hours over 2 days per week contract. You’ll need good availability as the role will include a mixture of weekend and weekday working. **What we look for in a Customer Advisor** We are looking for **friendly**, **engaging**, and...

  • Customer Advisor

    3 weeks ago


    Wolverhampton, United Kingdom Pavers Full time

    We have a part time Customer Advisor opportunity to join our Pavers team in Hollybush Garden Centre, Wolverhampton on an 8 hours over 2 days per week contract. You’ll need good availability as the role will include a mixture of weekend and weekday working. **What we look for in a Customer Advisor** We are looking for **friendly**, **engaging**, and...

  • Customer Advisor

    2 weeks ago


    Wolverhampton, United Kingdom Pavers Full time

    We have a part time Customer Advisor opportunity to join our Pavers team in Bridgnorth Garden Centre, Shipley-Wolverhampton on a 12 hours per week contract. You’ll need good availability as the role will include a mixture of weekend and weekday working. **What we look for in a Customer Advisor** We are looking for **friendly**, **engaging**, and...

  • Customer Advisor

    2 weeks ago


    Wolverhampton, United Kingdom Pavers Full time

    We have a part time Customer Advisor opportunity to join our Pavers team at Gardenlands in Shipley, Wolverhampton, on a 12 hours per week contract. You’ll need good availability as the role will include a mixture of weekend and weekday working. **What we look for in a Customer Advisor** We are looking for **friendly**, **engaging**, and **positive**...