Independent Financial Advisor
6 days ago
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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