Job Description
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 understanding of investment products, financial markets, and regulatory requirements.
* Analytical mindset with the ability to interpret data and deliver clear, actionable advice.
* Strong communication skills, both written and verbal.
* Proficiency with Microsoft Word and Excel.
* Exceptional organizational and time-management skills.
Essential:
* Professionalism and a positive, client-focused attitude.
* Strong interpersonal skills to foster trust and long-term relationships.
* Attention to detail and a proactive, solution-oriented approach.
Preferred:
* Ambition and drive to excel and grow within the financial services field.
What’s on Offer:
* A supportive environment to advance your professional development, including fulfilling CPD and competency requirements.
* The chance to join a dynamic team committed to client success and financial excellence.
* Competitive remuneration package aligned with experience and qualifications.