Financial Adviser
other jobs Recruit UK
Added before 5 Days
- England,West Midlands,Staffordshire
- Full Time, Permanent
- £45,000 - £90,000 per annum, OTE
Job Description:
Full job descriptionJob Title: Financial Adviser
Location: Staffordshire
Salary: Competitive OTE £90,000- £100,000
Reference Number: 10449
The Opportunity – Financial Adviser
We are seeking an experienced and client servicing focused Financial Adviser to join a growing business and take responsibility for a substantial, well-established client portfolio in the Staffordshire area.
This is a rare opportunity for an adviser who enjoys building long-term relationships and delivering high-quality financial planning advice. The successful candidate will inherit an extensive existing client bank, providing immediate earning potential and a strong platform for future growth.
Key Responsibilities – Financial Adviser
· Manage and develop relationships with an established portfolio of existing clients.
· Conduct regular client reviews and provide holistic financial planning advice.
· Identify opportunities to enhance client outcomes through appropriate financial solutions.
· Maintain high levels of client service, retention, and satisfaction.
· Generate referrals and introductions from existing clients and professional connections.
· Ensure all advice is delivered in accordance with regulatory requirements and company standards.
About You
The ideal candidate will:
· Hold the relevant financial planning qualifications required to provide regulated advice.
· Have a proven track record in financial advice and client relationship management.
· Demonstrate strong technical knowledge across pensions, investments, protection, and retirement planning.
· Possess excellent communication and interpersonal skills.
· Be highly organised, professional, and client-centric.
· Have the ability to build trust and develop long-term client relationships.
What’s on Offer
· OTE of £90,000 - £100,000
· A significant existing client portfolio from day one.
· Hybrid & flexible working options
· Full administrative and paraplanning support.
· Access to established systems, processes, and lead generation opportunities.
· Ongoing professional development and career progression.
Please send across a copy of your most up to date CV to register your interest.
Location: Staffordshire
Salary: Competitive OTE £90,000- £100,000
Reference Number: 10449
The Opportunity – Financial Adviser
We are seeking an experienced and client servicing focused Financial Adviser to join a growing business and take responsibility for a substantial, well-established client portfolio in the Staffordshire area.
This is a rare opportunity for an adviser who enjoys building long-term relationships and delivering high-quality financial planning advice. The successful candidate will inherit an extensive existing client bank, providing immediate earning potential and a strong platform for future growth.
Key Responsibilities – Financial Adviser
· Manage and develop relationships with an established portfolio of existing clients.
· Conduct regular client reviews and provide holistic financial planning advice.
· Identify opportunities to enhance client outcomes through appropriate financial solutions.
· Maintain high levels of client service, retention, and satisfaction.
· Generate referrals and introductions from existing clients and professional connections.
· Ensure all advice is delivered in accordance with regulatory requirements and company standards.
About You
The ideal candidate will:
· Hold the relevant financial planning qualifications required to provide regulated advice.
· Have a proven track record in financial advice and client relationship management.
· Demonstrate strong technical knowledge across pensions, investments, protection, and retirement planning.
· Possess excellent communication and interpersonal skills.
· Be highly organised, professional, and client-centric.
· Have the ability to build trust and develop long-term client relationships.
What’s on Offer
· OTE of £90,000 - £100,000
· A significant existing client portfolio from day one.
· Hybrid & flexible working options
· Full administrative and paraplanning support.
· Access to established systems, processes, and lead generation opportunities.
· Ongoing professional development and career progression.
Please send across a copy of your most up to date CV to register your interest.
Job number 3872559
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...