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Independent Financial Advisor

Independent Financial Advisor

Pertemps Birmingham Commercial

Posted 3 days ago, valid for a month

Birmingham, West Midlands B27 6QS, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

The Independent Financial Adviser position is located in Birmingham and offers a salary range of £50,000 to £55,000.
Candidates must possess a Level 4 Diploma in Regulated Financial Planning and have at least 3 years of direct client experience, along with 5 years in the financial services industry.
The role involves delivering tailored investment advice while ensuring compliance with regulatory standards and fostering strong client relationships.
Successful applicants will have strong analytical skills, exceptional communication abilities, and a proactive, solution-oriented approach.
The firm offers a supportive environment for professional development and a competitive remuneration package aligned with experience and qualifications.

Independent Financial AdviserLocation: Birmingham (Hybrid) Client base BridgnorthSalary: £50 - £55kWe 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.

Essential:

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.

What’s on Offer:

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.

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