Vacancy Detail

Financial Adviser

A highly respected, recognised and award winning national Financial Planning business are currently looking to recruit an experienced and proven Financial Planner.

The role will see you continue to deliver financial advice whilst developing further business through referrals and recommendations as you grow your client base.

The company are very well known for offering a market leading proposition, one which remains independent and whole of market. As a brand they offer you a complete set up with marketing, branding and full in-house Compliance and Paraplanning support.

They will also offer some of the best splits in the industry. Alongside this, unrivaled levels of new business opportunities and introducer links through their affiliations nationwide.

You will have knowledge of Investments, Pensions, and associated products and be able to confidently deal with individuals consultatively relating to their current financial status and needs for the future. You must have a high level of technical product knowledge and be Diploma qualified. If you are studying towards Chartered status, this would be seen as advantageous of course.

Just as importantly, you must be professional, credible, with a proven track record in giving quality wealth management advice as a CAS individual.

Should you a client bank offering this can be discussed further with the security knowing these clients will always remain yours.

An employed or self-employed model are all offered, superb exit strategies and client buy out.

Please apply for an immediate response and we look forward to speaking with you.


Location: Birmingham | Salary: 45000 - 120000 per year | Job type: Permanent | Posted: 04/08/2020