Got DipFA and want to be a Financial Advisor? This job could suit you

The Specialists in Financial Services Recruitment

Job Details

Independent Financial Advisor Financial Advisor
Reference ID: 283
  • Salary/OTECompetitive salaries
  • Vacancy LocationBirmingham
  • RemunerationEmployed
  • RegionMidlands
Job description

Are you Level 4 DipFA qualified and seeking a role as a Financial Advisor?

The Company and Culture

Our client company is a leading Independent Financial Advisory firm and through continued strong performance has become a public quoted company. They are well respected and regularly feature within industry press for their developments

Independent Financial Advisor responsibilities

As an Independent Financial Advisor, you will be undertaking a telephone-based role to interact with existing clients to undertake their annual financial planning reviews. Your role will be relationship focused and ensuring maximum client retention.

Requirements to be considered

  • You must hold Level 4 Diploma in Financial Planning
  • You should have experience of making regular outbound calls and ensuring high client retention
  • This role can be open to candidates without experience as a Financial Advisor (e.g. could suit a Mortgage Advisor)


  • Competitive salaries
  • Fantastic employee benefits package including: pension, DIS, flexible cash benefits, annual bonus, holiday and training/qualification funding.
  • Excellent team environment with regular team building events such as Summer BBQs and Christmas party, free to attend!
  • These roles have become available due to the successful growth of IFA’s within the business.



Call us now on 0208 0044 154 or click Apply

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