Financial Adviser Corporate

What does your ideal Independent Financial Adviser (IFA) position look like? - **Would you like an existing High Net Worth client bank that you could further grow and develop?**: - **Providing holistic Financial Planner, putting your clients first?**: - **Working whole of market as a Financial Adviser?**: - **Would you like to Work for an organisation who has excellent staff retention?** My client is a dynamic and progressive nationally recognised wealth management organisation, who focus on the importance of financial planning, not just financial advice. Ensuring their customers are confident in the advice they provide is essential andthey never take for granted the privileged position this puts them in. As a rapidly growing organisation they currently have an opportunity based in Wolverhampton West Midlands area, for an Independent Financial Adviser which enables you to work flexibly withthe technology and support behind you. As a Financial Adviser my client is looking for an individual who is - Conducting fact-find meetings with an existing client bank and the opportunity to develop this. Currently all client meetings take place using Zoom, there is a view to go back out to seeing clients when it feels safe to do so - Preparing sound financial plans to ensure clients meet their financial goals - Advising clients on current financial issues and make recommendations - Customise financial plans according to client's changing needs - Building strong relationships to retain existing clients - Supportive and highly motivated - Be able to work in a fast-moving environment with a successful sale team - Possess a professional "can do" attitude with excellent written and verbal communication skills - Good knowledge of FS business practices and generic knowledge in Life, Pensions, investment products and inheritance tax planning - Thirst for knowledge and a desire to excel in everything they do. - Level 4 Diploma for Financial Advisers (DipFA®) qualified (ideally Level 6 Diploma in Financial Advice (Adv DipFA®) Chartered or working towards level 6) - Hold or recently held Competent Adviser Status - (CAS) and Statement of Professional Standing (SPS) - Experienced in providing holistic financial advice, with a proven track record of success - A full driving licence - The capacity to work from home or office are essential for this role, as you’ll be required to travel to visit clients - Excellent communication skills (both written and verbal), with the ability to explain complex financial arrangements - Demonstrable financial planning experience gained with a recognised organisation - Demonstrate a history of delivering challenging sales targets within a regulated environment - Ensure that all CPD logs and training is up to date - Up to date knowledge of industry and legislative changes. The successful applicant for the Financial Adviser role will enjoy a great package with the following benefits: -- Basic Salary £50,000 - Death in Service (DIS) 4 x Salary - Private Medical Cover (PMI) MHD - including optical and dental - Group Income Protection (GIP/PHI) 75% of salary / 26-week deferred period - Critical Illness Cover (CIC) £10k Benefit - Pension 5% Employee / 7% employer - Holiday Entitlement 26/3 years, 27/4 years, 28/5 years - Holiday - Carry Forward 5 days max - use by 31/03 - Professional Quals and Study Paid in full by AL - Working Hours Standard is 9-5, Monday to Friday If you would like to be part of this excellent opportunity joining the team of an established Financial Services company which continues to build upon its solid reputation for strong wealth management, holistic advice and excellent customer service, pleaseforward a copy your CV for immediate short-listing.