Financial Adviser - Birmingham

Edward Bond
07 Sep 2017
20 Oct 2017
Contract Type
Full Time

EBWM are the top performing financial advisory practice within what is now the largest financial advisory group in the UK. As part of Intrinsic, we are provided with full support for our advisers ranging from training courses to external compliance to ensure you are always able to give our clients the best advice possible.

On offer is full Para planning support, along with a full fact find, you will be provided with qualified leads to build on the client base and an attractive remuneration scheme. You will also receive comprehensive administrative support, meaning you can focus on maximising your client facing opportunities. You will see 10+ clients per week.All business will be chased through by the back office team to ensure you achieve your goals.

Candidates must be presentable and professional with excellent verbal communication skills.To be considered, applicants must have passed DipFA as a minimum and be fully committed to on-going training, which is provided by the company.

Please forward an up to date CV to apply.

Core Criteria

  • Pension Adviser (desirable)
  • Level 4 Diploma Qualified
  • Excellent relationship building skills.
  • Pension Transfer

Required skills

  • Experience of Pension Transfers
  • Financial Advice
  • Wealth Management

Salary: £30-40,000 (year 1), £55-75000 (year 3) OTE

Required experience:

  • Financial Services: 1 year

Required licences or certifications:

  • DipFA
  • Driving License

Advisor Adviser Pension DipFA DipFS G60 FP