Independent Financial Adviser
Location: Birmingham (Hybrid) Client base Bridgnorth
Salary: £50 - £55k
We are working on behalf of a respected financial services firm seeking a qualified and experienced Independent Financial Adviser to join their team in the Midlands. This is an exciting opportunity for a motivated professional to deliver expert investment advice while fostering strong client relationships.
About the Role:
The successful candidate will provide tailored investment advice, ensuring compliance with all regulatory standards and company procedures.
Key Responsibilities:
Client Engagement: Identify, contact, and build relationships with potential clients, understanding and meeting their financial needs.
Investment Recommendations: Analyse client information, conduct thorough research, and deliver tailored financial advice.
Regulatory Compliance: Maintain strict adherence to relevant financial regulations and company procedures.
Professional Growth: Achieve and sustain competent status as required by regulatory bodies and undertake continuous professional development (CPD).
Qualifications Experience:
Level 4 Diploma in Regulated Financial Planning.
At least 3 years of experience working directly with clients and 5 years in the financial services industry.
Chartered Financial Planner designation.
Experience with project management or similar leadership responsibilities.
In-depth understand...