Client Adviser jobs in West Midlands

Job Description Independent Financial Adviser - Coventry - Up to £60,000 Are you an experienced Financial Adviser looking for a new home to provide a unique offering to clients? We are working with a leading Midlands firm of Chartered Independent Financial Advisers who are looking for a qualified and experienced financial adviser to join the team. Why this company? - They are a leading...

Job Description Financial Planner – HNW Clients | Existing Book | Birmingham-Based IFA Firm We are working in partnership with a well-established, high-net-worth (HNW) focused Independent Financial Advisory firm in Birmingham. This highly reputable firm has built its success on delivering exceptional advice to a loyal and growing client base of business owners, professionals, and...

You will receive full administrative and paraplanning support, allowing you to focus on delivering high-quality financial advice and building long-term client relationships.

You should hold full CeMAP or equivalent

You should have mortgage advice experience

You should have methods to generate your own business through existing clients or networking

You will be joining their like-minded team of motivated individuals keen to achieve the best for their clients.

Job Description Job Title: Financial Adviser Industry: Financial Planning Location: Coventry Salary: up to £60,000 (negotiable dependent on skill-set) Job Reference: 9872 Job Description: Recruit UK are working on a unique and exciting opportunity for a Financial Adviser in Coventry to join an Independent Financial Advice practice. A leading midlands firm of chartered financial advisers...

You will be a key part of a busy insurance and mortgage broker’s office, supporting clients with professional advice, building strong client relationships and ensuring that our clients have the coverage they need to protect themselves and loved ones. Key Responsibilities: Insurance

Job Description About the Company: Our client is a well-established and highly regarded firm of Independent Financial Advisers based in Sutton Coldfield. They provide bespoke financial planning and wealth management services to a loyal and growing client base. Due to continued success, they are looking to recruit an experienced Financial Planning Administrator to join their friendly and...

Tired of bringing in massive commissions for big companies while seeing minimal reward? We're the UK's fastest-growing medical protection specialists, and we want one exceptional adviser to join our tight-knit team as we scale rapidly. The Opportunity: - The Niche: High-earning doctors (3x conversion rates, 40% higher case values) - The Leads: Warm, qualified prospects provided + bonus splits...

🌟 Life Insurance Adviser (Consultative – High-Net-Worth Clients) This is a rare opportunity to join one of the UK’s most respected names in Financial Services - a firm with nearly three decades of success providing thoughtful, high-quality advice to high-net-worth clients. You’ll be part of a business that believes in professionalism over pressure, depth over volume, and lasting relationships...

Senior Legal Adviser Permanent Full time Home based - occasional attendance at South or Midlands offices (Bristol / Hook / Birmingham) (1 day pw) Competitive salaries and excellent benefits including up to one day's paid leave each year to undertake volunteering opportunities https://www.makeuk.org/ Make UK is the UK’s leading trade body for the manufacturing and engineering sector....

🌟 Life Insurance Adviser (Consultative – High-Net-Worth Clients) This is a rare opportunity to join one of the UK’s most respected names in Financial Services - a firm with nearly three decades of success providing thoughtful, high-quality advice to high-net-worth clients. You’ll be part of a business that believes in professionalism over pressure, depth over volume, and lasting relationships...

Tired of bringing in massive commissions for big companies while seeing minimal reward? We're the UK's fastest-growing medical protection specialists, and we want one exceptional adviser to join our tight-knit team as we scale rapidly. The Opportunity: - The Niche: High-earning doctors (3x conversion rates, 40% higher case values) - The Leads: Warm, qualified prospects provided + bonus splits...

Job Description A highly respected wealth management firm in the heart of Birmingham is seeking an experienced Financial Adviser to join its growing team. This is an opportunity to work with a well-established client base of professionals and business owners, supported by a strong paraplanning and administration structure. You’ll be joining a forward-thinking practice that places quality advice...

You will be responsible for providing expert advice, building strong client relationships, and ensuring that your clients have the coverage they need to protect themselves and loved ones. Key Responsibilities: - Client Consultations: Conduct thorough consultations with clients to understand their financial goals, risk tolerance, and insurance needs.

🌟 Life Insurance Adviser (Consultative – High-Net-Worth Clients) This is a rare opportunity to join one of the UK’s most respected names in Financial Services - a firm with nearly three decades of success providing thoughtful, high-quality advice to high-net-worth clients. You’ll be part of a business that believes in professionalism over pressure, depth over volume, and lasting relationships...

You will be responsible for providing expert advice, building strong client relationships, and ensuring that your clients have the coverage they need to protect themselves and loved ones. Key Responsibilities: - Client Consultations: Conduct thorough consultations with clients to understand their financial goals, risk tolerance, and insurance needs.

Job Description Salary: £48,000 – £65,000 + bonus + hybrid A thriving independent financial planning firm in Wolverhampton is expanding and looking for a driven Financial Adviser to join its supportive team. You’ll inherit a well-maintained client bank while also benefiting from regular new business leads generated by the firm’s marketing and referral network. The company has built a strong...

You will be responsible for providing expert advice, building strong client relationships, and ensuring that your clients have the coverage they need to protect themselves and loved ones. Key Responsibilities: - Client Consultations: Conduct thorough consultations with clients to understand their financial goals, risk tolerance, and insurance needs.

You will be a key part of a busy insurance and mortgage broker’s office, supporting clients with professional advice, building strong client relationships and ensuring that our clients have the coverage they need to protect themselves and loved ones. Key Responsibilities: Insurance

You will be a key part of a busy insurance and mortgage broker’s office, supporting clients with professional advice, building strong client relationships and ensuring that our clients have the coverage they need to protect themselves and loved ones. Key Responsibilities: Insurance