Independent Financial Advisor
041228865

£50,000 - £55,000 Per Annum

Full Time

Permanent

Birmingham, West Midlands

Finance

Posted 8 days ago

Expires In 21 Days

Job Description

Independent Financial Adviser
Location: Birmingham (Hybrid) Client base Bridgnorth
Salary: £50 - £55k

We 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.

Khalid Saeed

Khalid.saeed@pertemps.co.uk

0121 6435000

Division 041

Pertemps Birmingham

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