Wealth Management Advisor

1 month ago


Birmingham, Birmingham, United Kingdom CleverHR Full time

Job Description: Financial Adviser - Birmingham

As a Wealth Management Advisor at CleverHR, you will play a critical role in delivering exceptional service to our clients, providing tailored financial solutions that meet their unique needs. With a focus on building long-term relationships, you will be responsible for analysing client information, conducting market research, and making suitable recommendations to achieve their financial objectives.

The successful candidate will have a Level 4 qualification, CAS, and SPS, with significant experience in the financial services industry. You will possess excellent communication and interpersonal skills, with the ability to work effectively in a fast-paced environment. Our firm values innovation and teamwork, offering a supportive and collaborative culture that encourages professional growth and development.

Responsibilities:

  • Prospect and contact potential clients to develop new business opportunities
  • Ensure compliance with regulatory requirements and maintain accurate records of client interactions
  • Develop and implement effective strategies to increase fee income and grow the business
  • Collaborate with colleagues to share knowledge and best practices, enhancing overall team performance
  • Bonus subject to KPIs, Life Assurance, and other benefits

With a competitive salary of £55,000 per annum + Bonus and Benefits, we offer a comprehensive remuneration package that reflects your expertise and value to the organisation. If you are a dedicated and ambitious Financial Adviser seeking a challenging role with opportunities for growth, please consider applying.



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