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Financial Services Professional

2 months ago

Solihull, Solihull, United Kingdom Recruit UK | Certified B Corp™ Full time

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 guidance 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, dedicated to providing high-quality recruitment services to the financial services industry. We have a strong reputation for delivering excellent results and building long-term relationships with our clients and candidates.