Experienced Financial Advisor job available within an independent financial planning firm based in Meriden, West Midlands, UK. Work as part of a close-knit team to support clients and provide great service.
Requirements
- Hold full Level 4 Diploma in Regulated Financial Planning
- Have excellent financial planning knowledge of pensions, investments, and tax planning
- Be highly client-centric and able to work well within a team
Benefits
- Salary of up to £75,000 depending on experience
- Bonus structure
- 22 days holiday + bank holidays + office closed between Christmas and New Year
- 4x DIS, 2x critical illness, health cash plan
- Free car parking available on site
- Financial support towards industry qualifications plus study leave
- Mixture of seeing clients in their office, clients' home or via Teams