Job Description
We are thrilled to have partnered with an award winning independent financial advice who are actively looking to expand their Advice team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.\n\nIf you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!\n\nWhat you'll be doing:\n\nProviding financial advice to a book of existing clients based across the area via phone call, online meetings and in person meetings\nWorking closely with the clients, provide advice across a wide range of cases such as Pensions, Investments, Retirement Planning etc.\nLiaising with the Paraplanning & Administration teams to provide positive client outcomes\nAdhering to FCA requirements and Compliance Policies \n\n What you need to apply:\n\nLevel 4 Qualified as a minimum, Level 6 is desirable\n3+ Years Financial Advice experience with knowledge in Retirement Planning, Investments, Pensions\nThe ability to form positive relationships with clients \n\n What's in it for you?\n\nA basic salary of up to £75,000 dependent on experience and qualifications\nBonus scheme\nRemote working setup, with travel to clients within the Midlands\nSocial opportunities throughout the year\nExam funding and support\nProgression opportunities into different areas of the business, depending on which way you see your career heading!\nGenerous annual leave allowance \n\nWhat next?\n\n Hit apply or contact Dan directly!\n\n (email address removed)