Independent Financial Advisor

Heat Recruitment
From £35,000 to £45,000 per annum
01 Oct 2017
03 Nov 2017
Contract Type
Full Time
Job Title: Independent Financial Advisor

Salary: £35,000 - £45,000

Location: Birmingham

The Client:

This is an excellent opportunity to join an established company with a strong reputation for excellence in the financial services industry. Their client base focuses around looking after private high net worth clients and the directors of SME's.

They have a very well-established client base and are a national firm with multiple offices and an excellent reputation.

The Opportunity

This is a fantastic opportunity for you to work for an award-winning firm of Independent Financial Advisers with an excellent reputation for creating impartial financial solutions for both individuals and companies. You will be given a paraplanning and administrative support and have a rich and vibrant culture in which to develop and grow your client bank.


Provide holistic financial planning advice to both prospective & existing clients.Identifying the most suitable service proposition and making referralsEngaging clients and building relationshipsDelivering formal recommendationsFollowing up new business initiativesWhat’s needed for me to be considered?

CAS StatusLevel 4 diploma QualifiedA Specialist Pension qualification such as AF3 or G60 would be advantageousWhat next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job title synonyms:

Independent Financial Adviser, Independent Financial Advisor, Financial Planner, Wealth Manager, Financial Planning Manager

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