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Financial AdvisorPremier Jobs UK • Meriden, Solihull, West Midlands (County), UK
Financial Advisor

Financial Advisor

Premier Jobs UK • Meriden, Solihull, West Midlands (County), UK
21 days ago
Job type
  • Full-time
Job description
This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm. You’ll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management. The firm will give you full internal support, but the real opportunity here is for an Adviser who thrives on generating their own activity, creating introducer relationships and growing a meaningful client bank over time. In addition, they have an in-house employee benefits team that can assist their corporate clients and produce new clients for personal financial planning. In this role you will: * Provide independent advice across pensions, investments, protection and wider financial planning * Build strong relationships with new clients through proactive networking, referrals and introductions * Manage ongoing review work to maintain high standards of service and ethics * Work closely with paraplanners, administrators and compliance to deliver a smooth client experience * Stay up to date with regulatory and technical changes to maintain high-quality advice The firm offers flexibility on experience, with packages tailored according to capability, track record and the value you can bring. Financial Adviser Re...
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Financial Advisor • Meriden, Solihull, West Midlands (County), UK

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