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Senior Financial Adviser – Established Portfolio

Remote / Online - Candidates ideally in
Birmingham, West Midlands, B1, England, UK
Listing for: Recruit UK
Full Time, Remote/Work from Home position
Listed on 2026-06-29
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Position: Senior Financial Adviser – Established Portfolio, Hybrid Role

Recruit UK is searching for a Financial Adviser in Staffordshire to manage a substantial client portfolio. The successful candidate will inherit an extensive existing client bank, maximizing immediate earning potential. Key responsibilities include delivering high-quality financial planning advice, conducting client reviews, and ensuring client satisfaction.

Ideal candidates should possess relevant financial planning qualifications, a strong track record in financial advice, and exceptional interpersonal skills.

The position offers flexible working options and strong career progression opportunities.

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Position Requirements
10+ Years work experience
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