Independent Financial Adviser

1 week ago


Birmingham, United Kingdom Ortus PSR Full time

I am working with a leading National Wealth Management firm, looking to add an Independent Financial Adviser to the team, to take on existing clients, offering strategic and holistic financial planning advice.

This role is offering a full client bank, so no Business Development required, home-based working and a competitive benefits package.

**Role**
- Conduct meetings with new and existing clients
- Ensure you help clients understand their options, in order to help them achieve their financial goals
- Analyse all information and prepare a plan that is designed to individual clients

**To Be Considered**
- Previous experience working within the financial services industry as an Independent Financial Adviser
- Level 4 Diploma in Financial Planning, ideally Chartered status or working towards
- Up to date Competent Adviser Status



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