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Senior Financial Adviser: Built-in Client Bank
Job in
Sutton Coldfield, West Midlands, B73, England, UK
Listed on 2026-02-28
Listing for:
Recruit UK
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A well-established financial planning firm near Sutton Coldfield is seeking an Experienced Financial Adviser. The role provides an existing client bank and focuses on delivering holistic financial advice and developing long-term client relationships. The firm offers comprehensive support including administrative assistance and cashflow planning tools. Ideal candidates will possess a Level 4 Diploma in Financial Planning and have proven experience in managing clients, emphasizing collaboration and strong technical knowledge in financial planning.
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Position Requirements
10+ Years
work experience
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