Financial Advisor

Qualified Financial Adviser
Location: Balsall Common
Job Type: Full-time, Permanent
Salary: Competitive + Benefits
An established and growing wealth management firm is looking to recruit an experienced Qualified Financial Adviser to join its professional and client-focused team in Balsall Common.
This is an employed, office-based position offering the opportunity to work with an existing client base while delivering holistic financial planning advice. You''ll be supported by an experienced team of administrators, paraplanners, investment specialists and compliance professionals, allowing you to focus on providing an outstanding service to your clients.
The Role
As a Financial Adviser, you will:

• Provide holistic financial planning advice to new and existing clients.
• Build and maintain long-term client relationships.
• Advise across pensions, investments, retirement planning, protection, tax planning and estate planning.
• Support the growth and retention of Funds Under Management.
• Work collaboratively with a highly experienced support team.

About You
We''re looking for candidates who have:

• Level 4 Diploma in Financial Planning (essential).
• Experience providing regulated financial advice.
• A proven track record of managing ongoing client relationships.
• Strong communication and relationship-building skills.
• Chartered status, or a willingness to work towards achieving it.

What''s on Offer?

• Employed, permanent position.
• Competitive salary and benefits package.
• Established support team including administration, investment and compliance.
• Opportunity to join a growing, highly respected wealth management firm.
• Excellent long-term career development.

If you''re an experienced Financial Adviser considering your next move and would like to join a firm that genuinely values long-term client relationships and professional development, we''d love to hear from you.
Apply today or contact us for a confidential discussion.

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