Financial Adviser

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 detail Desirable: • 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 growth At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.