Independent Financial Adviser

Posted 11 September by Recruit UK

Job Title: Financial Adviser

Industry: Financial Planning

Location: Midlands

Salary: £50,000 - £60,000

Reference Number: 14139

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Adviser in The Midlands to join an Independent Financial Planning firm.

Within the Midlands the business has physical office’s in both Leicestershire and Worcestershire. They are in a position where they have a retiring IFA who is leaving an active and sizeable client bank. The client bank has a fairly wide geographical spread with clients throughout the Midlands area. There’s a strong and sustainable mix of business including Pensions and investments

They are looking to speak with experienced advisers who appreciate the importance of excellent client care. A key part of the role will be getting out in front of the existing clients and securing their loyalty to the business and its offerings.

This is a business who ensures their clients are provided with the advice they deserve, recognising that each client is different and therefore tailor their services to the client and offer a broad range of solutions. Allowing them to best advise their clients without bias.

There is full back office support in place including Compliance, Paraplanning and Administration.

The Opportunity:

An employed Financial Planner role with active client bank

Key Responsibilities:

  • Communicating complex processes in an easy to understand manner
  • Excellent customer service
  • Secure existing client bank
  • Look to grow business written, both through existing clients and referrals
  • Provide sound advice with clients best interest at the heart of decision making


What’s in it for you:

  • Attractive Salary of £50,000 or above for Chartered advisers.
  • 25 days holiday plus bank holidays
  • Healthcare cash plan
  • Young vibrant friendly team to join
  • Ongoing study and exam support

Skills and experience required:

  • Level 4 Diploma in financial advice
  • Passion for providing a quality service
  • Good Organisational skills
  • Excellent communication skills
  • Attention to detail and analytical skills

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in The Midlands on a Financial Adviser role.

Our commitment to you:

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Required skills

  • Financial Advice
  • Financial Advisory
  • Financial Planning
  • Wealth Management
  • Independent Financial Advice

Application questions

Do you hold the level 4 diploma?
Do you have existing experience as a financial adviser/planner?

Reference: 38890216

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