Financial Adviser

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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