Independent Financial Advisor

1 week ago

Bridgnorth, United Kingdom Pertemps Network Group Full time
Job Description

Independent Financial Adviser

Location: Birmingham (Hybrid) Client base Bridgnorth

Salary: £50 - £55k


We are working on behalf of a respected financial services firm seeking a qualified and experienced Independent Financial Adviser to join their team in the Midlands. This is an exciting opportunity for a motivated professional to deliver expert investment advice while fostering strong client relationships.


About the Role:


The successful candidate will provide tailored investment advice, ensuring compliance with all regulatory standards and company procedures.


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).


Qualifications Experience:


  • 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 organizational and time-management skills.



Essential:

  • Professionalism and a positive, client-focused attitude.
  • Strong interpersonal skills to foster trust and long-term relationships.
  • Attention to detail and a proactive, solution-oriented approach.


Preferred:

  • Ambition and drive to excel and grow within the financial services field.


What’s on Offer:


  • 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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