Financial Adviser
2 weeks ago
A leading UK wealth-management firm is seeking an experienced Independent Financial Adviser to join its growing team. This role suits a diploma-qualified adviser who enjoys working with diverse clients and wants to provide truly holistic, client-centric advice. The adviser will work remotely, with access to regional offices for collaboration and client meetings when required.
From day one, you'll be provided with an existing client base from a retiring adviser, giving you a strong foundation to build your referral network. You'll also have access to leads generated through their established online business, and the opportunity to be involved in trust work alongside their in-house legal team.
Key Responsibilities
- Client Discovery & Planning: Conduct comprehensive fact-finds to understand each client's current and future financial objectives. Develop clear, tailored strategies that guide clients toward long-term financial independence.
- Ongoing Advice & Reviews: Maintain long-term relationships by regularly reviewing clients' financial circumstances, updating plans in line with changes to legislation, products and personal goals.
- Business Development: Proactively build and grow a client bank through referrals, networking, social media and professional introducers. Optimise all marketing opportunities to attract new clients while nurturing existing relationships.
- Client Engagement: Arrange and attend client meetings (in person, at clients' premises, or via video conferencing). Prepare and present financial-planning reports covering pensions, investments, tax planning, estate planning and protection.
- Regulatory Compliance: Follow the six-stage advice process and deliver regulated financial advice in line with FCA guidelines. Provide accurate management information when required.
- Qualifications: Diploma in Regulated Financial Planning (or equivalent) and current CF30 status.
- Client-Focused Ethos: A proven dedication to doing the right thing for clients, with a well-presented, articulate manner.
- Interpersonal & Technical Skills: Excellent communication skills, approachability and professionalism, with the ability to use IT and digital tools to engage clients remotely.
- Business-Building Experience: A track record of growing a client base through effective business planning and networking with affinity groups, business owners, entrepreneurs and professionals.
- Basic Salary: Up to £75,000, depending on experience.
- Earnings Potential: Bonus potential takes total earnings to around £120,000.
- Car Allowance: A company car allowance is provided.
- Remote Working: Home-based with the flexibility to use office facilities and meet clients face-to-face.
- Support Infrastructure: The firm provides full administrative, paraplanning and marketing support, along with a client-centric proposition and a trusted brand reputation.
- Future Value: Advisers receive support to build and enhance their client banks, along with access to technology platforms and continuous professional development.
Experienced financial advisers who are passionate about delivering holistic advice and building lasting client relationships are encouraged to apply. This is an opportunity to join a respected firm that prioritises ethics, compliance and client outcomes while offering the flexibility of remote working and the potential for significant earnings.
-
Financial Adviser
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom Ortus Psr Full time £70,000 - £120,000 per yearRedefine Your Advice Career - Flexibility, Freedom & Financial Planning That Puts Clients FirstIndependent Financial Adviser | Remote/Hybrid | Salary up to £85,000 (OTE £100k-£120k+)Tired of box-ticking targets and product-first culture? Ready to work on your terms-without compromising on quality or support?An award-winning, UK-wide financial planning...
-
Financial Advisor
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom Ortus Psr Full time £40,000 - £80,000 per yearShape Your Future in Financial Advice - Join a Leading Independent Wealth Management FirmAre you a client-first Financial Adviser seeking the stability of an employed role with the freedom to work flexibly? This is your opportunity to join a progressive, planning-led wealth management firm as an Employed Independent Financial Adviser, with the flexibility to...
-
IFA Administrator
1 week ago
Bromsgrove, Worcestershire, United Kingdom RGH-Global Limited Full time £26,000 - £30,000 per yearIFA AdministratorLocated near Bromsgrove, office basedSalary £26,000-£30,000 DOEOur client is seeking an organised and detail-oriented Financial Administrator to join a growing financial planning team. This role will support financial advisers by ensuring client records, documentation, and compliance requirements are handled efficiently. The successful...
-
IFA Administrator
1 week ago
Bromsgrove, Worcestershire, United Kingdom RGH-Global Limited Full time £312,000 - £360,000 per yearJob Description: IFA AdministratorLocated near Bromsgrove, office basedSalary £26,000-£30,000 DOEOur client is seeking an organised and detail-oriented Financial Administrator to join a growing financial planning team. This role will support financial advisers by ensuring client records, documentation, and compliance requirements are handled...
-
Independent Financial Adviser
1 week ago
Bromsgrove, United Kingdom AFH Financial Group. Full timeLocation: Bromsgrove, Worcestershire, United KingdomSalary: Competitive salary, bonus and benefitsIndependent Financial Adviser - Nationwide OpportuntiesAt AFH, as we grow, we’re looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed...
-
Bromsgrove, United Kingdom AFH Financial Group. Full timeA leading financial advisory firm in the UK is seeking an experienced Independent Financial Adviser. You will help clients achieve financial independence by formulating effective strategies. This position offers remote working options and the opportunity to build valuable client relationships. Ideal candidates should have a Diploma in Financial Planning and...
-
Finance Adviser Manager
1 week ago
Bromsgrove, United Kingdom AFH Financial Group. Full timeLocation: Bromsgrove, Worcestershire, United KingdomSalary: Competitive salary & benefitsAFH Wealth Management is proud to be oneof the UK’s leading independent financial advisory and wealth management firms.We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of...
-
Financial Adviser Manager
1 week ago
Bromsgrove, United Kingdom AFH Wealth Management Full timeJoin to apply for the Financial Adviser Manager role at AFH Wealth Management. AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting...
-
Independent Financial Adviser
2 weeks ago
Bromsgrove, United Kingdom Exchange Street Financial Services Full time**New business is important. But some firms prioritise this over looking after existing clients.** Not here they don't. They reward everything. **Here you will work alongside a retiring IFA. Over the next 12 months you'll inherit part of the client book this business has bought. At this point you'll have c100 households, c£18m AUM and a healthy level of...
-
Bromsgrove, United Kingdom AFH Financial Group. Full timeA leading financial advisory firm in Bromsgrove is seeking an Adviser Manager to lead and inspire a team of Independent Financial Advisers. You will ensure compliance with FCA guidelines while delivering high-quality advice to clients. The ideal candidate will have strong leadership skills and a deep understanding of regulatory requirements, alongside a...
-
Bromsgrove, United Kingdom AFH Wealth Management Full timeA leading financial advisory firm in the UK is seeking a Financial Adviser Manager to oversee and motivate a team of Independent Financial Advisers. The ideal candidate will demonstrate experience in managing teams while ensuring compliance with FCA guidelines. The role offers a full-time, hybrid working arrangement with a competitive salary and benefits,...
-
Trainee Financial Advisor
4 days ago
Bromsgrove, United Kingdom Premier Jobs UK Full timeThis employed, Desk Based Financial Adviser job in Bromsgrove is ideal for a Diploma qualified individual keen to develop as a Financial Adviser You will be providing ongoing annual servicing to their existing clients for their financial planning needs. This enables you to maintain and build client relationships, whilst also giving opportunity to spot new...
-
Financial Advisor
2 weeks ago
Bromsgrove, United Kingdom Ortus PSR Ltd. Full timeShape Your Future in Financial Advice – Join a Leading Independent Wealth Management FirmAre you a client-first Financial Adviser seeking the stability of an employed role with the freedom to work flexibly? This is your opportunity to join a progressive, planning-led wealth management firm as an Employed Independent Financial Adviser, with the flexibility...
-
Wealth Management Client Services Specialist
2 weeks ago
Bromsgrove, United Kingdom AFH Financial Group. Full timeA leading financial advisory firm in Bromsgrove is seeking a Client Services Executive. This role requires providing exceptional support to financial advisers and clients. The ideal candidate will have experience in financial services, knowledge of various financial products, and proficiency in Microsoft applications. Competitive salary and benefits,...
