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Financial Adviser jobs in Dudley

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    • Previous experience working within a financial advice or financial planning environment, ideally in a paraplanning or closely related technical support role.
    • The role may suit an experienced adviser or the right trainee candidate who is committed to completing the required Citizens Advice training and developing…
    • Title: Training and Development Coach- Financial Services.
    • Salary: Dependent on experience (£32,000 - £38,000).
    • Setting SMART targets and action plans.
    • Deliver holistic financial planning across pensions, investments, protection, and retirement strategies.
    • Take the next step in your career and become a trusted…
    • Preparing of switch/withdrawal/top-up suitability reports in a compliant fashion for financial advisers.
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    • Proficiency with financial planning back-office systems and Microsoft Office applications.
    • Strong technical knowledge of pensions, investments, protection, and…
    • The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future.
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    • KM Recruitment is a specialist UK wide recruiter for the Skills and Employability sectors.
    • Job Title: Financial Services Assessor Trainer (Mortgage Advice).
    • Good knowledge of financial planning products and processes.
    • The ability to interpret and analyse financial information accurately.
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    • KM Recruitment is a specialist UK wide recruiter for the Skills and Employability sectors.
    • Job Title: Financial Services Assessor Trainer (Mortgage Advice).
    • Prepare client appointment packs and manage adviser diaries.
    • We have a reach of more than 100,000 financial services connections.
    • Salary: Up to £34,500 *.
    • Proven experience as a Paraplanner within financial planning or wealth management.
    • We have a reach of more than 100,000 financial services connections.
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    • Strong financial rewards: We offer uncapped commissions — most of our team earns around £3,800/month, with top performers earning over £6,000.
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    • Are you an experienced mortgage advisor who knows you could earn more, but does not want to lose the lead flow, support and operational structure that makes…
    • Liaise with advisers, Paraplanners and clients.
    • This is an excellent opportunity to join a busy administration team, supporting advisers with new business,…

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Paraplanner - Progression to Financial Adviser
Vertis Private Wealth Management Limited
Green Street, Kidderminster DY10 1JF
£48,000 a year
Permanent, Full-time
Apply now

Job details

Here’s how the job details align with your profile.

Pay

£48,000 a year

Job type

Permanent
Full-time

Shift and schedule

Monday to Friday

Benefits

Pulled from the full job description
Annual leave
Life insurance
Free parking
Company pension
On-site parking

Full job description

Salary: £48,000

Location: Kidderminster, Worcestershire
Hours: 9.00am–5.00pm, Monday to Friday
Contract: Permanent, full-time
Working arrangement: Initially Office-based

Vertis Private Wealth Management Limited is an independent financial planning firm based in Kidderminster. Our business has been providing independent financial planning services to high-net-worth clients since 2000, combining a friendly, bespoke approach with high professional standards.

Over the past 20 years, our funds under advice have grown from £6 million to £75 million. We have provided excellent investment returns for clients by actively advising on portfolio management using knowledge and skills which the successful applicant will have access to and learn from outset.

Working closely with our Senior Financial and Investment Adviser, you will support the delivery of high-quality financial planning through suitability reports, technical research, cash-flow modelling, annual review preparation and adviser support.

As a small firm, the role is varied and hands-on. You will work closely with our adviser, compliance and administration teams and should be comfortable supporting wider client administration and day-to-day activities when required.

For the right person, this role offers a clear pathway towards becoming a Financial Adviser, with increasing involvement in client meetings, reviews and the advice process as your experience and competence develop.

What we are looking for

· Previous experience working within a financial advice or financial planning environment, ideally in a paraplanning or closely related technical support role.

· Ideally, you will hold a Level 4 Diploma in Regulated Financial Planning or Financial Advice.

· Strong part-qualified candidates with relevant paraplanning experience who are actively working towards completion will also be considered.

· Good knowledge of pensions, investments, protection and the financial planning advice process.

· Strong research, analytical and report-writing skills.

· Excellent attention to detail and organisation.

· A flexible and collaborative approach.

· An interest in developing client-facing skills.

· Experience of Iress Xplan is desirable.

What we offer

· £48,000 salary.

· 24 days’ annual leave, plus your birthday off.

· Workplace pension.

· Employer-funded life and critical illness cover.

· Free on-site parking.

· Payment of relevant professional examination fees.

· Support with professional development and potential progression towards a Financial Adviser role.

A full job description is available on request.

Pay: £48,000.00 per year

Benefits:

  • Company pension
  • Free parking
  • Life insurance
  • On-site parking

Work Location: In person

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