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Financial Adviser

Job Role (s):
Finance and Accounts
Salary negotiable
West Midlands, Solihull
Contract Type:

Financial Adviser
West Midlands

Salary negotiable but typically 2.5 x validation + 30% over
Monday to Friday
Free Parking

-Chartered status or have a Level 4 Diploma with a desire to obtain the Chartered status by 2020?
-Have the ability to work independently to develop client solutions with excellent interpersonal and communication skills?
-Able to demonstrate advisory experience and knowledge?
-Have a proactive work ethic?

Then this could be the role for you

Due to continued growth, a family owned Wealth Management organisation have an opportunity for a Financial Adviser to join their friendly and professional team.

As the company's Financial Adviser your regular duties will include -

- Generate and develop new connections and instructions to the business
- Provide holistic financial planning to perspective and existing clients
- Deliver excellent customer service in order to obtain long term relationships
- Research products to support recommendations

If you are interested in this position, please apply as Interviews will be held as soon as possible

Your application will be carefully considered in line with the experience, skills and talents sought and we will let you know within 48-hours if your application is closely aligned to the specific requirements of the role.

If this is not the case and you do not hear from us after 48-hours we will not be progressing or retaining you details in line with Data Protection guidelines so please respond to future roles that may be more suitable.

If you have previously registered with Plum Personnel and are interested to be considered for the role - please contact us directly.