Gleeson Recruitment Group

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 Responsibilities Manage 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...