(Suite 117) Peel House,
30 The Downs,
Tel: 0161 667 1613
VAT Number: 241 4554 26
Independent Financial Adviser/Planner
Our client is a growing Financial Service company based in the Midlands with offices in Birmingham and Wolverhampton.
Location: Office based, just off the I54, easy access from the M6 corridor, Telford, Stafford, Wolverhampton, Walsall and Birmingham.
Their aim is to provide financial solutions that exactly match the needs of their clients and a total commitment to this objective is key to the success of the business. They are currently seeking an Independent Financial Advisor to work with them full time (35 hours per week) to meet these aims. Someone who has the same ambition to provide the best service with a passion and tenacity to work hard and deliver results ensuring the best interests of the client and the team are realised in every case.
This won’t be the traditional financial advisor role, the successful candidate will be more of a financial planner, required to service and review the existing client base needs, checking in to understand changes and spot where there may be opportunities and advantages for the client. This is not one of those high-pressured type roles, the focus on sales will be a small part of what you will need to deliver for the clients, building relationships and an understanding of their circumstances and needs will be a priority.
A team working ethic will be crucial along with excellent experience in a previous role of paraplanning and writing reports regarding the client’s options will be key in your daily activities.
The successful applicant’s duties will also include:
Who we are looking for:
Flexibility will be key when working in this role to ensure the job gets done and to meet the client’s needs for appointments, this will involve working during the evenings or weekends. You will have an office base but will predominantly be out and about meeting clients in their own homes or work premises to suit their busy schedules.
You will have a background in the financial management, banking, insurance and advisory sectors and lots of experience in advising clients in this area. You will have an excellent understanding of what fantastic customer service is and be able to consistently deliver this in all your work.
You will have an excellent understanding of the regulatory framework in which the financial services sector sits and an ability to risk assess your advice within this. We are looking for someone who is comfortable with research and exploring the best options for clients. You will be Level 4 qualified In Competent Advisor Status and will need to show evidence of this at interview.
You will be able to demonstrate the following skills:
A full clean driving licence is essential as is the commitment to give your all to this company.
How to apply:
If you can demonstrate these skills and experience, we would love to hear from you. Please apply via https://hr.breathehr.com/v/independent-financial-advisor-14457, attaching your CV (no more than 2 A4 pages) and covering letter.
Telephone interview will be held week commencing 4th or 11th January 2021 and interviews will be held week commencing 11th or 18th January 2021.
No agencies please.
N.B. We reserve the right to close the advert earlier than the planned date where the number of responses exceed the proportionate amount expected for the role.
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