Give us a call on 0117 379 0818

Financial Adviser, Birmingham (TB-689)

£35000 - £40000 + bonuses + benefits

Our client has an excellent reputation for creating independent financial solutions for both individuals and businesses.

Due to an existing adviser leaving the firm, there is an opportunity for an adviser to adopt an available client bank that includes corporate, individual and group risk clients. To assist with your work, the firm have full client support, research and
paraplanning services available.

Requirements:

Have the technical ability and be able to demonstrate the professional approach needed to advise private clients on the full spectrum of products and services available.
Demonstrate the ability to generate opportunities with your existing clients and develop new clients and referral business through a network of Introducers (e.g. Accountants and Solicitors).
Have the ability to work both independently and within the framework and support of the office team.

Qualifications and Experience:

Competent Adviser Status
Minimum Diploma level 4 qualification
A successful track-record of advising clients and generating referrals.
Moreover, if you possess the specialist pension knowledge and qualifications (e.g., AF3 or G60), the firm can also provide the opportunity to offer advice to members of defined benefits
schemes.

Package:

  • Salary of up to £55,000 with a Bonus Scheme
  • Mileage Allowance
  • 23+ days holiday
  • Private Medical Insurance
  • Pension Scheme
  • 4 x Death in Service

 

Location: 
Birmingham
Employment type: 
Employed (Full Time)
Sector: 
Financial Planning
Reference Number: 
TB-689