Financial Adviser

Job Summary

Recruit UK are working on an excellent opportunity for an Independent Financial Adviser role in Birmingham to join a well‑established UK Independent Financial Advice firm.

My client is a leading UK wealth management and private client financial advice firm. They are looking for a level 4 diploma qualified professional to work on an existing national introducer contract, building strong long‑lasting relationships and managing and developing a client bank. You will be delivering financial planning and wealth management advice and working with a paraplanning team to ensure advice given is of the highest quality.

• Competitive salary up to £40k plus excellent bonuses and benefits
• Flex working – office/home based
• Opportunity to deal with high net worth clients and build own client base
• Full exam training towards obtaining level 6 Chartered status
• Work alongside dedicated team of Paraplanners, compliance and administrators
• Join friendly team at central Birmingham offices

• Diploma (Dip PFS) or equivalent
• Ability to work under pressure to meet deadlines
• Ability to understand and communicate advice practices and processes clearly and effectively
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions