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Independent Financial Planner - Client Bank

Job in Worcester, Worcestershire, WR1, England, UK
Listing for: RecruitUK
Contract position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 50000 GBP Yearly GBP 50000.00 YEAR
Job Description & How to Apply Below
Position: Independent Financial Planner - Active Client Bank & Growth
A financial planning firm in the Midlands is seeking a Financial Adviser to manage an existing client bank. The role involves building client loyalty and providing tailored financial advice, supported by a young, vibrant team. A Level 4 Diploma in financial advice is required, alongside strong organisational and analytical skills. The salary is attractive, starting from £50,000 for Chartered advisers, with ongoing support for professional development.
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