Financial Services Specialist

1 month ago


Birmingham, Birmingham, United Kingdom CleverHR Full time

Salary: £55,000 per annum + Bonus and Benefits

This is an exciting opportunity for a dynamic and experienced Financial Adviser to join our team at CleverHR in Birmingham. As a Financial Services Specialist, you will be responsible for providing expert advice to corporate and private individuals, delivering integrated holistic advice that meets their financial goals.

The ideal candidate will have a Level 4 qualification, CAS, and SPS, with significant experience in the financial services industry. You will possess excellent communication skills, with the ability to analyse information gathered from clients and provide suitable recommendations. Our firm prides itself on its boutique approach, offering a personal and discreet financial planning service that sets us apart from others.

Key Responsibilities:

  • Pursue new business opportunities and develop existing client relationships
  • Analyse client information and conduct market research to identify suitable products and services
  • Maintain accurate records of client interactions and ensure compliance with regulatory requirements
  • Contribute to the growth and development of the business by identifying new revenue streams
  • Bonus subject to Key Performance Indicators (KPIs)
  • Life Assurance and additional benefits package

We offer a hybrid working arrangement, allowing you to balance your work and personal life while maintaining a strong connection with the team. If you are a motivated and experienced Financial Adviser looking to take your career to the next level, we encourage you to apply.



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