Financial Advisor

This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm. Youll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management. The firm will give you full internal support, but the real opportunity here is for an Adviser who thrives on generating their own activity, creating introducer relationships and growing a meaningful client bank over time. In addition, they have an in-house employee benefits team that can assist their corporate clients and produce new clients for personal financial planning. In this role you will: Provide independent advice across pensions, investments, protection and wider financial planning

Please make sure you read the following details carefully before making any applications.
Build strong relationships with new clients through proactive networking, referrals and introductions
Manage ongoing review work to maintain high standards of service and ethics
Work closely with paraplanners, administrators and compliance to deliver a smooth client experience
Stay up to date with regulatory and technical changes to maintain high-quality advice
The firm offers flexibility on experience, with packages tailored according to capability, track record and the value you can bring.
Financial Adviser Requirements Essential: CAS status as a UK Financial Adviser
Essential: Level 4 Diploma in Regulated Financial Planning (or equivalent)
Essential: Experience advising on pensions and investments
Essential: Clear evidence of proactive business generation (hunter profile)
Desirable: Established introducer links or a strong professional network
The Company An independent financial planning firm with a strong reputation for delivering holistic, client led advice. They offer full internal support, modern systems and a collaborative team environment, with long term potential for advisers who demonstrate growth and commitment.
Financial Adviser Benefits Competitive basic salary likely within £50,000 £75,000 , depending on experience
Performance related bonus structure
Full paraplanning, administration and compliance support
Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan
Mixture of seeing clients in their office, clients home or via Teams
Free car parking available on site
Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status
Office-based with some flexibility depending on experience
Location Ideal for candidates within travelling distance of Meriden If this sounds like the right opportunity for you, click Apply to speak with our team.
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