Senior Investment Advisor

16 hours ago


Birmingham, Birmingham, United Kingdom CV-Library Full time

Competitive Salary: £50 - £55k

About the Opportunity:

Pertemps Birmingham Commercial is seeking a highly skilled and experienced Independent Financial Adviser to join their team in the Midlands. As a key member of the financial services firm, you will deliver expert investment advice while fostering strong client relationships.

Key Responsibilities:
  • Client Engagement: Identify, contact, and build relationships with potential clients, understanding and meeting their financial needs.
  • Investment Recommendations: Analyse client information, conduct thorough research, and deliver tailored financial advice.
  • Regulatory Compliance: Maintain strict adherence to relevant financial regulations and company procedures.
  • Professional Growth: Achieve and sustain competent status as required by regulatory bodies and undertake continuous professional development (CPD).
Essential Qualifications and Experience:
  • Level 4 Diploma in Regulated Financial Planning.
  • At least 3 years of experience working directly with clients and 5 years in the financial services industry.
  • Chartered Financial Planner designation.
  • Experience with project management or similar leadership responsibilities.
  • In-depth understanding of investment products, financial markets, and regulatory requirements.
  • Analytical mindset with the ability to interpret data and deliver clear, actionable advice.
  • Strong communication skills, both written and verbal.
  • Proficiency with Microsoft Word and Excel.
  • Exceptional organisational and time-management skills.
Benefits:
  • A supportive environment to advance your professional development, including fulfilling CPD and competency requirements.
  • The chance to join a dynamic team committed to client success and financial excellence.
  • Competitive remuneration package aligned with experience and qualifications.


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