Company Description
Financial Advice Centre Ltd is
an established, highly reputable, multi-award-winning financial planning
firm based in the West Midlands. We are consistently rated 5 stars on Google and nationally recognised for our approach to client care, providing
independent financial advice, mortgages, and wealth management
.
Our success is built on strong values that drive everything we do — from the way we support our clients to how we empower our team. Our Adviser team is known for their ethical, transparent approach and innovative thinking. We offer deep technical expertise in bespoke investment strategies, retirement planning solutions, pension drawdowns, wealth management, inheritance tax planning, mortgages, and life assurance. Our forward-thinking and independent service aims to simplify the financial environment and consistently deliver results, fostering long-term client relationships.
Role Description
The Adviser will be responsible for providing bespoke financial planning and advisory services, managing investments, creating retirement planning solutions, and assisting clients with inheritance tax and wealth management strategies.
Whether you're an experienced adviser seeking to grow your business or looking to step back from advising and hand your clients over to a firm of advisers you can trust, we offer a rare opportunity to join a firm that puts quality, integrity, and support at the forefront.
Our unique retirement proposition provides long-term income and client-focused succession planning. We offer flexible options for marketing communications and administrative support.
Qualifications
* Diploma (Level 4) or equivalent minimum
* Experience in Investments and Retirement Planning techniques
* Background in Finance and Wealth Management
* Good Regulatory Standing - achieved CAS Status with a proven track record of good compliance
* Excellent interpersonal and communication skills
* Existing Client Base Established client bank with minimum FUM £10m.
* Experience with ethical and ESG is a bonuse
* Experience with technology including Intelliflo, Dynamic Planner and FE