• Paul Hulance

Self-employed Financial Adviser's - West Midlands

Updated: Sep 22, 2020

Job ref: AH0617

We are seeking Self-Employed Financial Advisers for a client based on the outskirts of Birmingham.

Working as an Independent Financial Adviser, you will be responsible for contacting existing clients to obtain updates on their circumstances and book meetings to go through recommendations with them. You will be providing whole of market, holistic financial planning advice, specifically focusing on investment and pensions. Although mainly working with existing clients, you will also be expected to liaise with new customers which come through to the business via referrals and hot leads.

Although based in the West Midlands, you will be expected to travel to other areas, including Greater London.

For this position, we are seeking experienced Level 4 qualified Independent Financial Advisers, who have CAS.

To apply, please forward an up to date CV, including the job reference to alice.hadley@clarkjames.co.uk

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Please Note

All applications received will be dealt with in the strictest confidence.

Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.

Alice Hadley

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