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Permanent

Financial Adviser

Gleeson Recruitment Group
Wolverhampton
money-bag £30000 Annual
Posted: 01 July 2026 (Today)
Closing date: 31 July 2026
Ref: 3130706117

Independent Financial AdviserLocation: WolverhamptonSalary: £30,000 - Excellent bonus scheme and private medicalThe Opportunity A growing financial planning firm is looking for a newly qualified or early-career Financial Adviser to join its team.This is a great opportunity to build your advisory experience in a supportive environment, working alongside experienced professionals while developing long-term client relationships.Key ResponsibilitiesManage and develop relationships with existing clients, delivering ongoing advice and regular reviewsConduct reviews in line with FCA requirements and ensure plans remain suitableProvide advice across pensions, investments, protection and retirement planningSupport new business opportunities and attend fact-finding meetingsBuild relationships with introducers and contribute to business developmentAssist with recommendations, suitability reports and financial planning documentationMaintain accurate and compliant client recordsLiaise with paraplanners, administrators and providers to ensure smooth service deliveryAbout YouEssential:Level 4 Diploma in Financial Planning (or equivalent)Newly qualified or early-stage Financial AdviserStrong communication, analytical and report-writing skillsGood organisational ability and attention to detailDesirable:Experience within an IFA or wealth management environmentKnowledge across core financial planning areasWorking towards Chartered statusPersonal AttributesProfessional and ..... full job details .....

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