Senior Investment Advisor
16 hours ago
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).
- 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.
- 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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