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Wealth Management Specialist
2 months ago
Job Title: Financial Adviser
Industry: Financial Planning and Wealth Management
Location: Solihull Area
Salary: Up to £60,000 (higher salary negotiable)
Job Type: Full-time
About the Role:
We are working with a well-established and prestigious financial planning company, seeking a Financial Adviser to join their team in the Solihull area.
About the Company:
Our client is a leading provider of financial planning and wealth management services, with a strong reputation for delivering high-quality advice to their clients. They pride themselves on their expertise in the medical field and their ability to provide long-term support and advice to their clients.
Key Responsibilities:
- Provide financial planning and wealth management advice to clients
- Develop and maintain strong relationships with clients
- Assist in the development of new business opportunities
- Work closely with the existing Senior Advisers to service existing clients and develop new ones
What We Offer:
- 23 days holiday entitlement + bank holidays
- Salaries up to £60,000 (higher salaries negotiable dependent on experience)
- Fantastic work culture
- Clients to inherit from existing advisers
- Bonus scheme – 2.5 x validation – 25% accumulated thereafter hitting the threshold
- Generous company pension
- On site parking
- Career professional development
Requirements:
- Level 4 Diploma in Financial Planning
- Previous Financial Advice experience in an IFA/Wealth Management firm
- Rapport building skills
- Business development skills
About Recruit UK:
We are a specialist recruitment agency in the financial services sector, with a strong network of connections across the industry. We are committed to providing a holistic approach to recruitment, taking the time to understand our candidates' needs and preferences.