Location
Dudley
Salary £60000 - £65000 TypePermanent WorkplaceHybrid Ref89713
Recruiter Managing This Role
IFA existing clients
£60,000 £65,000
We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.
As an Adviser based in the Dudley/ Wolverhampton area, youll play a key role in supporting existing clients with exceptional financial planning services. Youll use your technical expertise to ensure all client solutions are compliant and aligned with their long-term objectives.
This role is focused on servicing an existing client bank, allowing you to concentrate on delivering high-quality advice rather than business development.
1. Manage and develop an existing client portfolio
2. Provide holistic financial advice across investments, pensions, and tax planning
3. Service a mixed client base including private clients and some HNW individuals
4. Collaborate closely with in-house paraplanning and administrative support
Benefits:
5. £60,000 £70,000
6. Existing Client Bank
7. Bonus (£80,000 OTE)
8. Pension contribution
9. DIS
To be considered for this IFA position:
10. Level 4 Diploma qualified CISI/ CII/ LIBF
11. Proven adviser experience within an advisory or wealth management environment.
12. Excellent understanding of financial products investment, tax planning, and regulatory frameworks.
13. Strong analytical, organisational, and written communication skills.
Apply today to be considered for this Financial Adviser opportunity. If this particular vacancy isnt the perfect fit, please do still get in touch we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.
Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.