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Financial Advisor

Reed·Balsall Common (West Midlands (Region))On-siteMid
£40 000 – £50 000 / year
Vox Summary
  • Role Responsibilities: Providing holistic financial planning, investment advice, developing client relationships, assessing needs, and ensuring compliance and satisfaction.
  • Key Requirements: Minimum 3 years’ experience, Level 4 Diploma in Financial Planning, strong communication, and knowledge of investment products, pensions, and protection.
  • Conditions & Benefits: Full-time employment with salary up to £45k, bespoke commission scheme, study support, progression opportunities, 24 days holiday plus bank holidays, and quarterly discretionary bonus.
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Job description

Experienced Financial Adviser Employment Type: Full-time About the Role: We are looking for an experienced Financial Adviser to provide expert guidance and tailored financial solutions to new and existing clients. This role requires strong interpersonal skills and a proven ability to build long-term relationships. Key Responsibilities: • Deliver comprehensive holistic financial planning and investment advice • Develop and maintain strong client relationships • Assess client needs and create bespoke financial strategies • Stay up to date with regulatory requirements and market developments • Work collaboratively with internal teams to ensure client satisfaction • Achieve agreed performance and compliance targets Skills & Qualifications: • Minimum 3 years’ experience in financial advice • Level 4 Diploma in Financial Planning (or equivalent) required • Excellent communication and relationship management skills • Strong knowledge of investment products, pensions, and protection planning • Ability to work in a client-focused, compliant manner Benefits: • Salary - Up to £45k but can go higher depending on experience • Bespoke Commission scheme to suit you • Study support for higher qualifications • Progression is strongly supported whether further in advice, or in other areas of interest • Holiday - 24 days + bank holidays. Closed over Christmas. • Quarterly discretionary bonus To apply for this Financial Advisor position, please submit your CV below.

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Original source
reed.co.uk
Posted
Jul 23, 2026 · true date
Last verified
2 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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