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Junior Independent Financial Adviser

Heat Recruitment
Posted 2 days ago, valid for 2 days
Location

Stourbridge, West Midlands DY8 3LW

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a Junior Independent Financial Adviser located in Stourbridge/Birmingham, offering a salary of up to £40k plus bonuses.
  • The ideal candidate should have experience as a Financial Planner and will take on clients from day one.
  • The firm provides comprehensive support including paraplanning and compliance, with no pressure on new business targets due to an existing client bank.
  • Benefits include private health cover, social and charity events, and career development support for future exams.
  • Interested candidates are encouraged to apply or refer others for a potential £200 reward if a referral is successfully placed.

Junior Independent Financial Adviser - Stourbridge/Birmingham - Up to £40k + BonusOur client is a Bespoke Financial Planning practice based in Stourbridge. They specialise in providing unique and bespoke advice to private and corporate clients. Having a highly successful joint legal venture, our client ensures they provide only the highest standard of advice on the market.

This is a fantastic opportunity for an experienced Financial Planner to take on clients of the business from day one. Most clients come into the office although some are virtual and the majority are based locally. When you do have client meetings out and about, all expenses are covered. You will benefit from paraplanning and compliance support.There is no pressure on new business targets as there is already a client bank, of course, if this is part of the job you enjoy then this can be discussed.

Benefits:

  • Client bank and leads provided
  • Full back office support
  • No validation on bonus, achieved from day 1
  • DIS
  • Private Health Cover
  • Social events throughout the year
  • Charity events
  • Career development & support towards Future exams

What’s next?

If you are already an experienced Independent Financial Adviser but looking for a new home then please apply today to be considered for this opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Financial Adviser, Financial Planner, Adviser, Financial Service Adviser, Wealth Manager, IFA #LI-JM1

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.