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 ResponsibilitiesManage 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 AttributesProfessional 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 LikeStrong 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.By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.