Financial Adviser / Servicing Financial Adviser

This is an employed role, based in the Midlands area.What''s in it for you?A basic salary of £35,000 depending on experience with OTE earnings of circa £50-60k All leads provided Commission Structure based on new clients and existing servicing bankNo adviser feesA hybrid working set up based out of Concepts office with a collaborative team always on hand to help Admin support availableAre you an experienced Financial Adviser based in the Midlands looking for a new place to call home with a provided client bank? Concept Financial Services are recruiting a servicing Financial Adviser to join their existing team to help continue the first-class service they proved their clients. As an employed adviser you will be responsible for delivering compliant, client-focused financial advice to an established portfolio, across pensions, investments, and protection. If you are passionate about helping people, then you''re who we want to talk to.Responsibilities of the role:Provide regulated financial advice in line with Concept and The Openwork PartnershipManage and service an existing client bank, conducting annual reviews and maintaining ongoing client relationships.Deliver holistic financial planning advice across pensions, investments, and protection.Identify additional advice opportunities within the client base and via referrals.Ensure all advice is compliant, well-documented, and aligned with Consumer Duty obligations.Maintain accurate and up-to-date client records within our CRM ..... full job details .....