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Financial Planner

Heat Recruitment
Birmingham, West Midlands, United Kingdom
Competitive Salary
Closing date
Jan 15, 2022

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Job Role
Contract Type
Full Time
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A unique opportunity for a Financial Adviser to join a well Established Wealth Management firm. They have an excellent name within the industry whom are tied with a leading Insurance brokers and Accountancy practice so consistently have steady stream of business.

The Opportunity

With this company, you will be offered a range of support and benefits to ensure you can produce and write the level of business you want reach the highest earning potential you can!

You will have the chance to take on an existing book of business and tap into a huge data base of orphan clients within the firm, as well as having the support of a strong lead source of inbound from their Accountancy and Insurance arms of the practice, however someone with business to bring, or the ability to self generate is always useful.

This position would suit both IFA's with existing client banks, looking for an employed position, or an IFA who can self generate business, whilst working with leads provided, in a self-employed position.

Full paraplanning, administrative and Compliance support is provided in house too!

What's needed for me to be considered?

  • Level 4 Diploma Qualified in Financial Planning is essential
  • Previous experience of working within a client facing Financial Planning role is necessary
  • Excellent Communication skills
  • Strong understanding of the current financial market
  • Strong knowledge of Pensions and Investments products

What next?

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.

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