- You will provide financial planning to prospective and existing clients; You will constantly strive to fully achieve your clients' financial goals, needs, and objectives.
- You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive.
- You must undertake regular professional development to ensure that each client receives up-to-date and appropriate advice; You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.
- You will professionally service the needs of existing clients while creating new opportunities via networking and referrals.
- You will meet planned business targets in line with business standards while ensuring that all client data, business transactions, and information are recorded in a timely manner; You will subsequently work hard to achieve business quality standards that comply with the firm's procedures as set out in the agreed original (and future) business plan.
About You- You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. Level 6 / Chartered status is desired but not essential.
- You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills; You must also have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills.
- You will be driven and highly motivated to achieve and exceed business targets.
- You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt a highly moral, ethical, and professional approach to your work.
- You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate.
- You must have excellent knowledge on all areas of financial advice (including investments, pensions, protection, retirement options, and tax planning); You must also be able to research, analyse, and interpret a diverse range of information.
- You will command a strong ability to build and maintain long-term relationships with clients.
- You will have the ability to work individually as-well as part of a team.
- You will have strong literacy, numeracy, and IT skills.
- You will be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally.
-
Financial Adviser
2 days ago
Premier Jobs UK Limited Birmingham, United Kingdom Full timeThis remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all. · They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help indi ...
-
Employee Benefits Associate Consultant
5 days ago
NFP Europe Birmingham, United KingdomWe are recruiting for an **Employee Benefits Associate Consultant** to join our busy team in **Bromsgrove/ Birmingham.** You will be responsible for managing a portfolio of clients, building excellent relationships with client contacts and insurers along with working with experie ...
-
Associate Consultant
1 day ago
Johnson Fleming Birmingham, United KingdomWe're NFP and we provide services and solutions to support businesses and people. We have capabilities that extend around the globe, including here in the UK, Ireland, EMEA, APAC and North America. It's a time of rapid growth for the European arm of the business, so we are lookin ...
-
Mental Health Nurse
4 days ago
Leaders In Care Recruitment Ltd Birmingham, United Kingdom Full timeAre you a Mental Health Nurse (RMN/RNLD) looking for an exciting new opportunity? Our client is currently recruiting Registered Nurses for their night team at a female Psychiatric Intensive Care Unit (PICU) ward. This is a fantastic chance to join a new and developing team in a b ...
-
Plan Administrator
1 week ago
Mercer Birmingham, United Kingdom**Plan Administrator - Mercer Marsh Benefits - Birmingham - Hybrid** · Are you passionate about your clients and have experience working within Administration? · Are you interested in working for a world-class organisation, working with a variety of clients? · We are recruiting a ...
-
Watches Sales Consultant
4 days ago
IRD Consultancy UK Ltd Birmingham, United Kingdom Full timeWE ARE HIRINGOur client, an iconic luxury Watch brand is seeking to hire professional Sales Consultants.Requirements:-Experienced in Watches or Jewellery-Proven Sales Record in Luxury Market-Deliver Excellent Customer Service-Experience in Clientelling-Results Driven and Team Pla ...
-
Portfolio Executive
2 days ago
M2 Professional Recruitment Services Birmingham, United Kingdom Full timeOur client, a rapidly growing provider of funding solutions to businesses requires a Portfolio Executive to join their team in Birmingham. · Key responsibilities: · Assist in the management of a portfolio of circa 25 clients, taking responsibility for all aspects of the client r ...
-
Associate Consultant
1 day ago
Switch Recruitment Birmingham, United KingdomOur client, a well established and rapidly expanding employee benefits consultancy, is currently looking to recruit an experienced Associate Employee Benefits Consultant into their team. · You will be responsible for managing a portfolio of clients, building relationships with in ...
-
Plan Administrator
1 week ago
Mercer Birmingham, United Kingdom**Plan Administrator - Mercer - Birmingham - Hybrid** · Are you passionate about your clients and have experience working within Administration? · Are you interested in working for a world-class organisation, working with a variety of clients? · We are recruiting a **Plan Adminis ...
-
Employee Benefits Consultant
5 hours ago
Grant Thornton UK LLP Birmingham, United KingdomR1031348 · More than you expected · Grant Thornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 58,000 people in over 135 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around ...
-
Client Enablement Lead
1 week ago
Harnham Birmingham, United Kingdom**CLIENT ENABLEMENT LEAD** · **£60,000-£70,000 + BENEFITS** · **REMOTE** · An opportunity for an energetic and dedicated individual looking to take a leading role in complex projects and valuable client engagements. · **THE COMPANY**: · **THE ROLE**: · A remote working Client Ena ...
-
Software Sales Account Manager SaaS EHS Systems
22 hours ago
Applause IT Limited Birmingham, United Kingdom Full timeAccount Manager, SaaS, EHS Systems Sales. · UK remote home based with UK client travel and occasional visits to clients, UK offices. Midlands base candidate ideal but will consider further afield as long as you have good motorway connectivity. · £50,000 - £80,000 OTE + Comprehe ...
-
Associate Consultant
1 day ago
Switch Recruitment Birmingham, United KingdomOur client, a well established and rapidly expanding employee benefits consultancy, is currently looking to recruit an experienced Associate Employee Benefits Consultant into their team. · You will be responsible for managing a portfolio of clients, building relationships with in ...
-
Engineer Surveyor
22 hours ago
Pioneer Selection Birmingham, United Kingdom Full timeEngineer Surveyor – Power Press Equipment · Salary: Basic £45,000, Company Car or Car Allowance, Benefits · Location: Birmingham, Walsall and Wolverhampton · A large Blue-Chip organisation is currently looking for a Power Press Equipment Engineer Surveyor to cover the Birmingham, ...
-
Client Onboarding Assistant
1 day ago
Mazars Birmingham, United KingdomOur Business Services team is a collective of creative, strategic, forward-thinking business enablers. Together the People & Culture, Marketing & Communications, IT, Operations, Finance and Quality & Risk Management teams make it their mission to ensure Mazars has the right tools ...
-
Senior Client Accountant
1 week ago
SF Recruitment (Birmingham) Birmingham, United Kingdom Full timeSF recruitment are delighted to be recruiting for a Senior Client Accountant to work for a very well known property service business based right in the heart of central Birmingham. In this role you will be managing your own portfolio of properties and completing the service charg ...
-
Private Client Solicitor
1 day ago
qed legal Birmingham, United KingdomPrivate Client Solicitor · Birmingham · Strong Legal 500 Firm · A Legal 500 national practice is looking to strengthen its Birmingham City Centre office with the appointment of an experienced Private Client Solicitor (4yrs+ PQE) to deal with a high calibre caseload of private cli ...
-
Employee Benefits Consultant
5 days ago
Johnson Fleming Birmingham, United KingdomWe're NFP and we provide services and solutions to support businesses and people. We have capabilities that extend around the globe, including here in the UK, Ireland, EMEA, APAC and North America. It's a time of rapid growth for the European arm of the business, so we need someo ...
-
Binder Technician
2 days ago
Employment Specialist Birmingham, United Kingdom Full timeOur market leading Insurance client has a new opportunity for a Technician to join their highly regarded and growing team. · As an experienced professional you'll have strong Insurance market experience and detailed knowledge and understanding of Binding Authorities and how they ...
-
Account Manager
3 days ago
Sharples Davies Birmingham, United Kingdom Full timeAre you an experienced Account Manager? · If so this role might be for you · Our client is part of a larger group who specialise within the hire industry, this particular role is for the leading provider of mechanical and electrical press fittings and low-level access products. ...
Financial Adviser, Birmingham, Up to Basic Salary Bonus Benefits Clients - Thomas Brown T/A TABrown Consultancy
Description
Role: Financial AdviserLocation:
Birmingham
Package: Up to £65,000 Basic Salary + Bonus + Benefits + Clients Provided
Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced financial adviser to join the team; It is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice. Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic. To be successful within this role, it is imperative that you will be a professional and highly ambitious adviser who can build quick and strong rapport with their clients; Moreover, it will also be crucial for you to maintain long-lasting client relationships while always developing new client relationships or opportunities.
As the successful individual, you will be given the opportunity to gain future equity within the firm as-well as the opportunity to become a senior partner and/or director.
Duties and Responsibilities
