Experienced Financial Adviser Administrator

Midlands Investment Agency - Independent Financial Adviser

Wolverhampton WV6 – OTE £32,000 to £36,000 a year - Full-time - Part-time, Permanent, dependant on experience and qualifications.

Founded in 1975 our company are experts in providing financial advice to business owners and wealthy families.

We currently provide financial planning advice to our clients who collectively have approximately £85 million of invested assets with us.

Our office is located in Tettenhall Wolverhampton, and our client service is delivered from this office.

Working from our modern fun offices in the picturesque area of Tettenhall Wolverhampton, alongside our other dedicated team members. The key role here is to help on board new clients, and assist the adviser with providing ongoing advice. FULL TRAINING WIL BE GIVEN

There will also be other tasks, as and when required to fulfil.

Working closely with the Paraplanner and the team to help and assist them in the delivery of financial advice to clients.

You need to be a high level in both written and oral communication to be able to clearly explain your findings to the customer and your colleagues, you'll also need to be able to understand deeply the working of the financial systems (once learnt). Many of our team are remote and therefore on the phone communication and written (email) is very important in this role.

Financial Advice qualifications are not essential - Experience is of more value and importance.

You need to have a high level of both written and oral communication skills to be able to clearly demonstrate your understanding to colleagues and to be able to understand the workings of our financial advice systems (once learnt).

We are a financial advice company that has personal development at the heart of what we do, and we will encourage and support you in developing your skills in financial advice as you wish.

We will support you in your professional career development, so this is a great opportunity to learn from the best and develop your career in financial advice.