Financial Advisor
10 hours ago
Job DescriptionOur client is seeking a Financial Planner in the Dudley / Wolverhampton / Worcester area to join their team and benefit from a highly competitive salary and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus state-of-the-art AI processes to enable you to concentrate on client facing factfinding and recommendation meetings. You will also be providing fully independent financial planning advice offering cashflow modelling.They are seeking a client focused Financial Planner who can be at the early stages of their Adviser career who enjoys building strong relationships and provide excellent service to their clients. You should be hungry to grow this client bank organically through referrals and full holistic advice. As further acquisitions come on board you are likely to have additional higher value clients added to your portfolio.Successful Financial Planners in their team obtain growth through their high level of financial planning service and exceptional client relationships.You should focus on conducting in-depth reviews to understand your clients current and future financial goals and objectives, and with the support of their back-office team and AI generated reports formulate appropriate financial strategies. You will be advising on clients pensions, savings, investments and other financial needs.This role is ideal for someone who is at the beginning of their Financial Planning journey. Our client will look to develop your skills and knowledge in order to enable you to grow your client bank and income. Your salary will grow each year linked to your recurring income.Financial Planner RequirementsYou must hold full Level 4 Diploma in financial planning or equivalentYou should have 1+ years experience as a Financial Advisor (ideally with CAS status)You be comfortable growing a client bank through referralsYou should be familiar and use cash flow modelling also helps identify potential IHT liabilities and strategies to mitigate them efficientlyYou should have a client centric approach and have dedication to doing the right thing for clients meeting their financial objectives, and tax strategiesYou should have excellent interpersonal skills, approachability, professionalism and good IT skillsFinancial Planner BenefitsStarting salary of £50,000OTE of c.£70,000 during first year with opportunity to grow substantially in future yearsGenerous bonus scheme to reward any new business written paid monthlyAdditional annual incentive availableHybrid workingPlus company benefitsCompanyThis national IFA firm with over £5bn of AuM are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members.LocationsDudley / Wolverhampton / WorcesterLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.JBRP1_UKTJ
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Financial Advisor
4 days ago
Stourbridge, United Kingdom 808 Group Full time**Position Overview**: We are seeking a Fully Independent Financial Advisor to join our team on a self employed basis. As a Financial Advisor, you will play a vital role in providing comprehensive financial planning and guidance to our clients. Your expertise will contribute to the growth of our business and the financial well-being of our...
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Financial Advisor
2 weeks ago
Stourbridge, United Kingdom Premier Jobs UK Limited Full timeOur client is seeking a Financial Planner in the Dudley / Wolverhampton / Worcester area to join their team and benefit from a highly competitive salary and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover...
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Financial Advisor
2 weeks ago
Stourbridge, United Kingdom Premier Jobs UK Full timeOur client is seeking a Financial Planner in the Dudley / Wolverhampton / Worcester area to join their team and benefit from a highly competitive salary and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover...
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Financial Advisor
3 days ago
Stourbridge, United Kingdom Premier Jobs UK Limited Full timeOur client is seeking a Financial Planner in the Dudley / Wolverhampton / Worcester area to join their team and benefit from a highly competitive salary and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover...
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Financial Advisor
4 days ago
Stourbridge, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionOur client is seeking a Financial Planner in the Dudley / Wolverhampton / Worcester area to join their team and benefit from a highly competitive salary and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client...
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Financial Advisor
4 days ago
Stourbridge, United Kingdom Premier Jobs UK Limited Full timeOur client is seeking a Financial Planner in the Dudley / Wolverhampton / Worcester area to join their team and benefit from a highly competitive salary and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark.Is your CV ready If so, and you are confident this is the role...
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Financial Advisor
4 days ago
Stourbridge, United Kingdom Premier Jobs UK Limited Full timeOur client is seeking a Financial Planner in the Dudley / Wolverhampton / Worcester area to join their team and benefit from a highly competitive salary and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark.Is your CV ready If so, and you are confident this is the role...
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Financial Advisor
1 week ago
Stourbridge, United Kingdom Premier Jobs UK Limited Full timeOur client is seeking a Financial Planner in the Dudley / Wolverhampton / Worcester area to join their team and benefit from a highly competitive salary and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark.Is your CV ready If so, and you are confident this is the role...
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Financial Advisor
1 week ago
Stourbridge, United Kingdom Premier Jobs UK Limited Full timeOur client is seeking a Financial Planner in the Dudley / Wolverhampton / Worcester area to join their team and benefit from a highly competitive salary and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark.Is your CV ready If so, and you are confident this is the role...
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Client Finance Advisor
6 days ago
Stourbridge, United Kingdom Robert Half Full timeClient Finance Advisor | Corporate Financial Services | Worcestershire (On-site)Robert Half has partnered with a leading financial services business to recruit a Client Finance Advisor, working fully on-site in Hagley.This is a fantastic opportunity for professionals from accounting, finance, or credit control backgrounds who want to move into a more...
