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Financial Advisor

4 months ago

Wolverhampton, United Kingdom CV-Library Full time

This employed Financial Adviser job covering Wolverhampton, Bridgnorth and Birmingham provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing.

You will be provided with clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to maintain relationships whilst also seeking new business opportunities where available.

The firm is fully independent with its own investment proposition. You will receive full support from their team of Paraplanners and Administrators.

The client bank will be spread across Wolverhampton, Bridgnorth and Birmingham

Financial Adviser Requirements

* You should be a current Financial Adviser with experience of delivering quality client service

* You should have 4+ years financial planning experience

* You must be fully Diploma qualified in financial planning

The Company

This independent financial advice group has grown significantly since its inception in 2011, through acquiring smaller IFA’s plus organic growth by developing accountancy connections and various marketing initiatives. With excellent experience combined from their Senior team, they are in a great position to continue developing the business.

Financial Adviser Benefits

* Salary of circa £55,000 plus bonuses

* Plus, 3% & 5% pension contribution, 4x DIS, 23 days holiday plus bank holidays and your birthday off and financial support towards exams

* Hybrid role

* Excellent mentoring support from highly accomplished team

Locations

Wolverhampton / Bridgnorth / Birmingham

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