Financial Adviser - #2154452

Recruit UK


Date: 1 hour ago
City: Birmingham
Salary: £65,000 - £70,000 / year
Contract type: Full time
Work schedule: Full day
Recruit UK

Job Title: Financial Adviser

Industry: Financial Services / Wealth Management

Location: West Midlands

Salary: £65,000 – £70,000 + Bonus (OTE £100,000+)

Job Description: Financial Adviser

Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a prestigious and well-established wealth management firm with an established base of private and HNW clients.

This is an exciting opportunity for an adviser looking to work within a collaborative wealth management environment, providing holistic financial advice to an established client base.

The Role

You will provide holistic financial advice to private and HNW clients, developing strong and lasting client relationships while working collaboratively with colleagues across the wider business.

What’s in it for you:

  • £65,000 – £70,000 basic salary
  • OTE of £100,000+
  • Established base of private and HNW clients
  • Regional office support across the West Midlands
  • Hybrid working options
  • Full administrative support from experienced IFA Administrators and Paraplanners
  • Collaborative, in-house working environment
  • Prestigious and established wealth management firm
  • Strong career development opportunities

Skills & Experience Required:

  • Level 4 Diploma in Financial Planning qualified as a minimum
  • Chartered status advantageous
  • Proven experience as a Financial Adviser
  • Experience advising private and HNW clients
  • Strong technical knowledge and holistic advice experience
  • Excellent communication and relationship-building skills

Please apply if you are interested in hearing more about this opportunity

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