Details:
- Salary: £30,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: Wolverhampton West Midlands
- Date: 5 days ago
Description:
Independent 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 detailDesirable:
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 growthAt Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.
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