£50,000 - £55,000 Per Annum
Full Time
Permanent
Birmingham, West Midlands
Finance
Posted 12 days ago
Expires In 17 Days
Job Description
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 organisational and time-management skills.
- 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.
- 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.
Khalid Saeed
Khalid.saeed@pertemps.co.uk
0121 6435000
Division 041
Pertemps Birmingham
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