Opportunity Description
Independent Financial Adviser
Location: Wolverhampton
Salary: £30,000 - Excellent bonus scheme & private medical
The 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 Responsibilities
Manage and develop relationships with existing clients, delivering ongoing advice and regular reviews
Conduct reviews in line with FCA requirements and ensure plans remain suitable
Provide advice across pensions, investments, protection and retirement planning
Support new business opportunities and attend fact-finding meetings
Build relationships with introducers and contribute to business development
Assist with recommendations, suitability reports and financial planning documentati...
Location: Wolverhampton
Salary: £30,000 - Excellent bonus scheme & private medical
The 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 Responsibilities
Manage and develop relationships with existing clients, delivering ongoing advice and regular reviews
Conduct reviews in line with FCA requirements and ensure plans remain suitable
Provide advice across pensions, investments, protection and retirement planning
Support new business opportunities and attend fact-finding meetings
Build relationships with introducers and contribute to business development
Assist with recommendations, suitability reports and financial planning documentati...
Interested in this opportunity? Apply now through Expertini.
Apply for this Position