Location
WOLVERHAMPTON
Salary £45000 - £45000 TypePermanent WorkplaceOn-Site Ref83741
Recruiter Managing This Role
Independent Financial Adviser
Location: Wolverhampton, UK
Salary £45,000
Are you an experienced and dynamic financial adviser looking for a new opportunity? We are a well-established chartered firm seeking a motivated individual to join our team as an Independent Financial Adviser.
Key Responsibilities:
1. Client Management: Service existing clients and foster new business opportunities.
2. Pensions Focus: Strong knowledge of pensions is essential, as approximately 60% of your work will revolve around pension-related matters.
3. Lead Generation: Benefit from a steady stream of leads originating from existing clients and professional connections.
4. Client Portfolio: Manage a diverse client base with a minimum portfolio size of 100k on average
5. Office and Field Work: Primarily office-based with regular client visits to ensure a well-rounded and effective advisory service.
Requirements:
6. Minimum Level 4 qualification, chartered status preferred but not mandatory.
7. Proven experience in financial advising, with a strong focus on pensions.
8. Excellent communication and interpersonal skills.
9. Ability to collaborate effectively with colleagues and clients.
10. A proactive approach to generating new business alongside servicing existing clients.