Independent Financial Adviser

4 weeks ago

England, United Kingdom Heat Recruitment Ltd Full time

Senior Independent Financial Adviser Birmingham, UK Salary: Circa £60,000 (Negotiable for the Right Candidate) + Bonus Benefits:

  • 23 days holiday + BH
  • 4xDIS
  • Exam support (by prior agreement)
  • Detailed training and development program
  • Friendly team environment
  • Social events
  • Dynamic workplace with key development and experience
  • Hybrid working approach - flexi hours
We are seeking a highly experienced and motivated Independent Financial Adviser (IFA) to join a dynamic wealth management business. If you are passionate about providing top-notch financial advice, thrive in a collaborative environment, and are ready to take on a senior role, we want to hear from you Key Responsibilities:
  • Provide expert financial advice to clients in areas such as investment, pensions, protection, will and estate planning, IHT, and lifestyle planning.
  • Assess client needs and develop tailored financial solutions to meet their goals.
  • Build and maintain strong client relationships, ensuring exceptional service delivery.
  • Actively participate in business development activities and contribute to the growth of the firm.
What's on Offer:
  • Additional bonus structure based on targets and company performance
  • Clients to inherit upon arrival, providing a strong foundation for immediate success.
  • Leads provided and ongoing marketing support to enhance your client base.
  • Back-office support with Intelliflo Office software, a full Customer Service team, Paraplanning, and Compliance function.
Qualifications and Experience:
  • Minimum Level 4 Diploma in Financial Planning.
  • Extensive experience as a Financial Adviser, preferably in a senior role.
  • Strong knowledge of investment, pensions, protection, and estate planning.
  • Excellent communication and interpersonal skills.
What next? If you are an experienced Financial Adviser who values relationship building, strives for excellence in financial advisory services, and seeks to join a team-oriented and forward-thinking firm, we encourage you to apply. 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 if we assist them in securing a new career. Synonyms: IFA, Financial Advisor, Financial Planner, Financial Planning, Wealth Manager, Financial Consultant, Independent Financial Advice, Advisory, Pensions, Investments, IHT, CAS, SPS, DipPFS, DipFA, CII, CAS, SPS, LIBF

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