Eden Rose
Independent Financial Adviser
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Job Ref
91066
Location
Worcester
Salary
£50,000 - £70,000 Per Annum
Employment Type
Permanent
Location: Worcester, Worcestershire Type: Permanent Job #91066 Salary: £50,000 - £70,000 Per Annum
Independent Financial Adviser – West Midlands/Remote – Up to £70,000
The opportunity for an Independent Financial Adviser to join a firm of professional independent financial consultants based in the West-Midlands. The firm provides leading advice to a diverse range of clients, all looking for the same unique experience. This is an exciting chance to join a firm with a great reputation.
The Opportunity
The client have built up their business over the last 15 years leaving them with a strong level of clients and AUM within the business so there is both an aspect of retention and new business within the role. They are in the process of re-branding to become part of a larger group, taking the firm up to £1Bn AUM with offices across the Midlands, South-West and London. There are a number of clients to be passed across from within the business as well as retiring advisers.
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Benefits
- Hybrid and flexible working agreement
- Competitive bonus structure based on retention as well as new business focused
- 25 days holiday + 8 bank holidays
- 8% Employer contribution pension
- Life Assurance
- Exam/study support
- Free on-site parking
- BUPA healthcare
What’s needed for me to be considered?
To be considered for the fantastic role as a Financial Adviser, candidates need
- To Be Level 4 Diploma qualified in Financial Planning with CAS.
- Experience working within a similar role.
- Demonstrate extensive advising knowledge.
- Chartered Status is preferred, or working towards.
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What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Job Synonyms: Financial Advisor, IFA, Wealth Manager, Wealth Planner, Financial Planner
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