Financial Advisor

Financial Planner - Birmingham, West Midlands

Ref: 794Monday 15 August 2022


We are looking for Financial Advisers who thrive on making a positive impact on people’s lives. You will work closely with an experienced adviser and our professional development and training team to further enhance your skills enabling you to become a successful financial adviser.

You will be responsible for generating business by networking, responding to incoming enquiries, arranging client meetings, conducting comprehensive fact finds and presenting the most appropriate financial advice for your clients.

Your clients will be people who are looking to plan in order to secure their financial futures and who will benefit from your expert advice.

Our client will consider Paraplanners with the Level 4diploma that can demonstrate a history of networking and experience of meeting clients.


To be considered:

Diploma Level 4 qualified as a minimum

Proven track record of working in a Financial Adviser firm

Be motivated and driven to exceed business targets

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