Financial Adviser - £30k to £40k - West Midlands

£30,000 - £40,000 yearly
  • Recruit UK
  • Bromsgrove, UK
  • 04/02/2021
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

• Important: Please mention Financial Planning Today Jobs and any reference number when applying for this role •

Job Title: Financial Adviser

Industry: Financial Planning

Location: Bromsgrove

Salary: £30,000 – £40,000

Reference Number: 15105

 Job Description:

Recruit UK are working on an excellent opportunity for a Financial Adviser in the midlands to join an Independent Financial Planning firm in Bromsgrove.

Within the Midlands, the business has physical offices in both the west and the east midlands. They are in a position where they are now looking for an additional financial adviser to join their planning team. This role will be to support a senior Financial Planner in the company and assist with servicing existing clients and maintaining client care and quality relationships. As well as further business development and continuing to grow your client base from there.

This is an excellent opportunity for a Junior Financial Adviser or a Financial Adviser looking for additional coaching and mentoring, as well as clients readily available to allocate to you so you can begin to service these. This role can offer clear career progression and a long-term career opportunity, for a driven and ambitious, and focused individual.

This is a business that ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailor their services to the client and offer a broad range of solutions. Allowing them to best advise their clients without bias.

There is full back office support in place including Compliance, Paraplanning, and Administration.


What’s in it for you:

  • Salaries up to £40,000 (salary is negotiable dependent on skills and experience)
  • 25 days holiday plus bank holidays
  • Generous bonus
  • Excellent pension
  • Full back-office support
  • Ongoing study and exam support


Skills and experience required:

  • Level 4 Diploma in financial advice
  • Previous experience as a Financial Adviser/giving financial advice
  • Background in achieving new business targets
  • Driving License
  • Passion for providing a quality service
  • Excellent client relationship management skills


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Bromsgrove on a Financial Adviser role.


Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the job market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

• Important: Please mention Financial Planning Today Jobs and any reference number when applying for this role •