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.
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