Independent Financial Adviser

Posted 16 April by Resource Matters Easy Apply

Our Client:

An established, successful, Solihull based Chartered Financial Planners professional services firm with great access to quality affluent client giving an excellent plateform for success

The Candidate

Level 4 dipoloma qualified (min), you will have advised high net worth clients and have a demonstrable track record of success. Due to the nature of the role, you will have a clean compliance record and as an authorised individual you will be qualified to provide comprehensive financial planning and be able to demonstrate a strong technical capability. CAS and SPS with currently be held and you will be within commutable distance of Solihull, Birmingham and Wrawickshire

The Benefits

  • A employed role with negotiable basic salary

  • Bonus scheme

  • Pension plus other employee benefits

  • Significant back office support

Required skills

  • Adviser
  • Financial Planning
  • HNW
  • Investments

Reference: 34357540

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