Independent Financial Advisor

24 hours ago


Sutton Coldfield, Birmingham, United Kingdom Recruit UK Ltd. Full time

Job Title: Independent Financial Advisor

Location: Sutton Coldfield

The estimated salary for this role is £35,000 - £45,000 per annum, depending on experience.

This exciting opportunity has arisen at Recruit UK Ltd., a leading recruitment agency specializing in financial services. We are seeking an experienced and motivated individual to join our team as an Independent Financial Advisor in Sutton Coldfield.

About the Role:

The successful candidate will be responsible for advising clients on financial matters, including investments, pensions, and tax planning. They will also be required to work closely with other teams to ensure seamless delivery of services.

Responsibilities:

  1. Advising clients on financial matters
  2. Creating personalized financial plans
  3. Liaising with clients and colleagues
  4. Providing exceptional customer service
  5. General administrative duties

Benefits:

  1. Flexible home and office working once fully trained (starting at 1 day a week once competent and increasing to 2 days over time)
  2. Exam support toward Level 4 Diploma
  3. Pension contribution
  4. 4 x Death in Service
  5. Parking nearby to the office
  6. Lovely offices and office location
  7. Brilliant working environment
  8. Great culture
  9. Career professional development
],

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