Independent Financial Adviser - National Chartered Accountancy Practice
SLM Search and Selection are currently working on behalf of a top 20 independent accountancy firm who began their journey in the financial services industry nearly a 140 years ago. Today, they have 14 offices across the UK and offer a comprehensive portfolio of accountant, tax and wealth planning services.
Their Birmingham office are looking for an experienced financial adviser to join their organisation linked to a national wealth management group and work alongside one other financial planner to provide advice to clients and introducers and actively develop business.
Develop strong working relationships with existing clients and provide an ongoing, holisitic advice service
Proactively contribute to the development of new business through working the leads generated from the accountancy practice
Obtain the required information to enable a full analysis of a client's needs, contructuing bespoke and appropriate solutions, producing reports and recommendations and implementing the agreed solutions
Ensure that all paperwork is compliant and operate at all times within the rules of the FCA
QCF Level 4 Qualified with a minimum of 3 years' financial services experience in a regulated environment
Ability to develop business through own initiative and professional third parties
Strong communicator with compliance awareness
*Car allowance will be provided