Back to search
Location: Midlands (with travel across England and Wales)
Employment Type: Full-time (Self-employed, with employed opportunities for the right candidate)
On-Target Earnings: £80,000
Myn is recruiting on behalf of a progressive and high-performing financial planning firm seeking a talented and ambitious Financial Adviser.
Are you a dynamic Financial Adviser looking to elevate your career within a vibrant, forward-thinking organisation? Do you want to benefit from market-leading commission splits and enjoy the autonomy to grow your client base under an established and respected brand?
This is an exceptional opportunity to join a firm where financial planning excellence meets a culture rooted in positivity, flexibility, and independence. Youll be empowered to shape your own success, supported by a business thats celebrated for delivering the best outcomes for clients.
Whether engaging remotely or face-to-face, your day-to-day will be varied and rewarding, including regional travel to build and maintain relationships.
What sets this role apart isnt just the extensive administrative support or the collaborative nature of the teamits the companys commitment to treating clients as part of their bubble, ensuring financial wellbeing and setting industry benchmarks.
Key Responsibilities:
- Delivering outstanding financial planning services that prioritise excellent client outcomes
- Conducting in-depth review meetings to understand client goals and financial aspirations
- Building strong, lasting relationships that span generations and professional networks
- Working closely with an experienced admin team to analyse information, conduct research, and create comprehensive financial plans
- Growing your client bank through proactive and consistent business development
- Staying up to date with changes in the financial landscape, including regulations and industry best practices
- Collaborating with colleagues to ensure a seamless and impactful client experience
- Upholding a culture of compliance and professionalism, aligned with internal and regulatory standards
- Receiving 1-2-1 mentoring, training and support from the CEO
What Were Looking For:
- Diploma Level 4 in Financial Advice (minimum requirement)
- At least two years' experience in a financial advice role
- A genuine passion for financial planning and client service
- Strong motivation, a positive attitude, and a commitment to professional growth
- A proactive approach to staying current with industry trends and innovations
If you're ready to make your mark in financial planning, apply today and let Myn help you take the next step in your career.
