Average Financial Advisor salary in West Midlands (Region)

I'm currently partnered with a bespoke financial planning firm, who are looking for a Financial Planner to join their team in their Cheltenham or Hereford office. This company holds an outstanding reputation, which sets it apart from their competition on the market, specialising in providing a premium service, they work with high net-worth clients with the focus of client longevity, putting them at the forefront. With a client bank supplied, this individual needs to have experience managing high net-worth clients, and have a successful history of being able to deliver a high quality service.Requirements: Minimum level 4 qualified is a mustExperience of giving regulated advice and ideally CAS / SPSBe able to demonstrate strong client service skillsNeed to be passionate, proactive, and be able to self-motivate Perks: An impressive 30% of all new business income25 days annual leave + bank holidaysHybrid working - Just 1 day/week at either of their officesDiscretionary bonus6% pension contributionWell-being programmeDeath in service 4x gross salaryStudy support available to become Chartered The successful candidate will need to be relatively local to Cheltenham or Hereford and be Level 4 Diploma qualified, with a preference for Chartered. If this role sounds like it could be for you, and you would like some more information please send your CV to Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

I'm currently partnered with a bespoke financial planning firm, who are looking for a Financial Planner to join their team in their Cheltenham or Hereford office. This company holds an outstanding reputation, which sets it apart from their competition on the market, specialising in providing a premium service, they work with high net-worth clients with the focus of client longevity, putting them at the forefront. With a client bank supplied, this individual needs to have experience managing high net-worth clients, and have a successful history of being able to deliver a high quality service.Requirements: Minimum level 4 qualified is a mustExperience of giving regulated advice and ideally CAS / SPSBe able to demonstrate strong client service skillsNeed to be passionate, proactive, and be able to self-motivate Perks: An impressive 30% of all new business income25 days annual leave + bank holidaysHybrid working - Just 1 day/week at either of their officesDiscretionary bonus6% pension contributionWell-being programmeDeath in service 4x gross salaryStudy support available to become Chartered The successful candidate will need to be relatively local to Cheltenham or Hereford and be Level 4 Diploma qualified, with a preference for Chartered. If this role sounds like it could be for you, and you would like some more information please send your CV to Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Basic Up to £60k + Package + Paraplanning + Full client portfolio with on-going advice fees Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generationfrom the accountants. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial PlanningGenuine desire to provide a high standard of advice and service to clientsYou are engaging and can connect with a wide array of audiencesDetailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143