Financial Advisor

12 Days Old

Job Description

This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Advisor to service an existing client bank in the West Midlands

Role and Responsibilities

  • Provide regulated financial advice across investments, pensions, protection, and tax planning.
  • Conduct thorough reviews of clients financial circumstances, needs, and objectives.
  • Research and recommend suitable products and solutions, from the centralised investment proposition.
  • Prepare and present clear, personalised financial plans and suitability reports.
  • Contribute to business growth by identifying new opportunities, developing existing client relationships, and supporting marketing initiatives.

This is an employed role with an established client blank and Paraplanning and admin support provided.

The company operate a flexible hybrid working policy, so you can split your time between home, office and client visits.

The Individual

The successful candidate will be a Diploma qualified Advisor with strong technical knowledge across all aspects of Financial Planning.

Other desired skills:

  • An ability to work autonomously and manage own diary
  • Excellent relationship building skills
  • Pro-active with a desire to provide the best possible service to clients.

The Package

  • Salary £60k-£80k DOE + bonus
  • Car Allowance
  • Extensive Company Benefits

Contact: Karen Cummins

Reference: KC/102072

Candidate care:

By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.

If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.

In the meantime, we would like to thank you for your interest in Cavendish Maine.


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Location:
Birmingham
Job Type:
FullTime
Category:
Finance And Insurance

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