Financial Planning Expert

23 hours ago


Birmingham, Birmingham, United Kingdom CV-Library Full time
About the Role

We are seeking an experienced Financial Adviser to join our advisory team in the UK.

This full-time, permanent position is ideal for seasoned financial advisers ready to contribute to a high-standard advisory service, supporting both clients and internal teams through excellent service and regulated financial advice.

Key Responsibilities
  1. Offer technical and investment advice on a range of wealth management needs
  2. Build and maintain strong, long-term client relationships
  3. Convey information in a way that's easy for clients to understand
  4. Stay informed on current affairs that may impact clients
  5. Clearly explain the advantages and disadvantages of recommended products and services
  6. Conduct research and data analysis for client planning and special projects
  7. Keep up-to-date with relevant regulations and legislation
  8. Comply with Financial Conduct Authority (FCA) guidelines and compliance procedures
  9. Handle client matters openly, honestly, and with integrity
Role Requirements

To succeed in this role, you will need:

  1. A Level 4 Diploma in Financial Planning
  2. At least 2 years of experience as a Financial Adviser
  3. A strong knowledge of pensions and wealth management solutions
  4. Excellent communication and negotiation skills
  5. The ability to research, analyse, and interpret complex financial information
  6. Literacy, numeracy, and IT skills
  7. The ability to communicate complex information clearly, both in writing and verbally
  8. An ethical and professional approach to work
Benefits

This role offers a competitive salary and bonus scheme, based on experience. You will also have access to a group pension, life assurance, income protection, and health cash plan. Our flexible benefits scheme allows you to select options that best suit your needs.



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