Financial Adviser
other jobs Gleeson Recruitment Group
Added before 6 Days
- England,West Midlands,Wolverhampton
- Full Time, Permanent
- £30,000 per annum
Job Description:
Full job descriptionIndependent 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 documentation
*Maintain accurate and compliant client records
*Liaise with paraplanners, administrators and providers to ensure smooth service delivery
About You
Essential:
*Level 4 Diploma in Financial Planning (or equivalent)
*Newly qualified or early-stage Financial Adviser
*Strong communication, analytical and report-writing skills
*Good organisational ability and attention to detail
Desirable:
*Experience within an IFA or wealth management environment
*Knowledge across core financial planning areas
*Working towards Chartered status
Personal Attributes
*Professional and client-focused
*Motivated to build a long-term career
*Proactive and commercially aware
*Team player with the ability to manage workloads independently
What Success Looks Like
*Strong client retention and satisfaction
*Growth in new clients and assets under management
*High-quality, compliant advice and reporting
*Contribution to overall business growth
At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.
By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
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 documentation
*Maintain accurate and compliant client records
*Liaise with paraplanners, administrators and providers to ensure smooth service delivery
About You
Essential:
*Level 4 Diploma in Financial Planning (or equivalent)
*Newly qualified or early-stage Financial Adviser
*Strong communication, analytical and report-writing skills
*Good organisational ability and attention to detail
Desirable:
*Experience within an IFA or wealth management environment
*Knowledge across core financial planning areas
*Working towards Chartered status
Personal Attributes
*Professional and client-focused
*Motivated to build a long-term career
*Proactive and commercially aware
*Team player with the ability to manage workloads independently
What Success Looks Like
*Strong client retention and satisfaction
*Growth in new clients and assets under management
*High-quality, compliant advice and reporting
*Contribution to overall business growth
At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.
By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Job number 3887259
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Company Details:
Gleeson Recruitment Group
Company size: 100–249 employees
Industry: Recruitment Consultancy
Gleeson Recruitment Group was set up by the three Directors in 2011, with the vision of creating a business founded on trust, transparency and integri...