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Financial Adviser jobs in Wolverhampton

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    • This is an outstanding position for anyone looking to either break into financial services or to grow an already glittering sales career.
    • The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future.
    • Salary: Dependent on experience (£32,000 - £37,000).
    • Contract Type: Full Time or Part-time, Permanent.
    • Location: Home Based with field travel as required.
    • In this fully remote role, you will be responsible for providing expert mortgage advice to their diverse clientele, working closely with the qualifying and case…
    • As a Financial Services Administrator , the role will involve checking fact finds, preparing & processing authority letters, preparing review packs, creating…
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    • Minimum 2 years’ financial planning / IFA administration experience.
    • Have experience dealing with financial platforms and product providers.
    • Proficiency with financial planning back-office systems and Microsoft Office applications.
    • Strong technical knowledge of pensions, investments, protection, and…
    • Has previous experience within an IFA or financial planning environment.
    • Working pattern: Office - Flexible on Hours & Structure.
    • Bell Cornwall Recruitment are delighted to be working with a continually growing property business/mortgage brokerage, who are looking for a Mortgage Advisor (…
    • Strong knowledge of pensions, investments and financial planning administration.
    • Exposure to increasingly complex client cases and financial planning solutions.
    • Previous Paraplanning or technical administration experience within financial services.
    • Experience using research, risk profiling and financial planning…
    • Must have a minimum of 2 years experience within mortgages.
    • In this role, you will benefit from a consistent stream of high-quality, warm leads and quality pre…
    • My client, a growing financial planning and wealth management practice is recruiting for an experienced Senior Client Services Administrator to join their…
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    • Build confidence in sales with hands-on coaching from day one.
    • Many perks: From your fifth month, you’ll receive a company car and fuel card, a mobile phone,…
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    • Confident using Microsoft Office and financial services CRM/adviser systems.
    • Experienced within an IFA or financial planning environment.

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New Business Adviser
Crystal Specialist Finance
·
3.7
Tamworth
£26,000 - £35,000 a year
Permanent, Full-time
Apply now

Job details

£26,000 - £35,000 a year
Permanent, Full-time
Tamworth

Full job description

Kickstart Your Career as a New Business Adviser

Your Opportunity to Shine in Specialist Finance

Are you ready to launch your career in a dynamic, fast-paced environment where your ambition and people skills are truly valued? At Crystal Specialist Finance, we’re looking for a New Business Adviser to join our thriving team in Tamworth. This is the perfect role for anyone eager to make their mark in financial services, either as a career change or to further your sales career, as you will learn from the best, and grow with a company that puts people first.

Why Start Your Journey with Crystal?

At Crystal Specialist Finance, we believe in nurturing talent and empowering our people to succeed. Our culture is built on teamwork, integrity, and a passion for delivering outstanding results for our clients and partners.

  • Supportive Environment: You’ll be surrounded by experienced professionals who are invested in your growth and success.
  • Values-Driven: We act with integrity, diligence, and always put our customers at the heart of everything we do.
  • Career Progression: This is more than just a job—it’s a launchpad for your future in specialist finance.
  • Vibrant Team: Join a collaborative, energetic team where your ideas and contributions are valued.

The Role: New Business Adviser

As a New Business Adviser, you’ll be the driving force behind new business growth—building and nurturing relationships with brokers, generating enquiries, and supporting deals from first contact to submission. You’ll combine proactive outreach with retention efforts, ensuring every broker receives the highest level of service and engagement.

What you’ll do:

  • Proactively reach out to brokers, generating a high volume of quality enquiries.
  • Build and maintain positive, professional relationships to showcase Crystal’s strengths.
  • Support deal progression, working closely with underwriters and your team.
  • Record and track all activities in our CRM, ensuring every opportunity is maximised.
  • Contribute to team success through daily “Hussle Hours” and monthly success meetings.
  • Uphold the highest standards of compliance, data governance, and customer outcomes.
  • Embody Crystal’s core values and positive, can-do attitude every day.

What We’re Looking For

  • A passion for people, communication, and building relationships.
  • Drive, resilience, and the ability to thrive in a fast-paced, target-driven environment.
  • Organisational skills and attention to detail.
  • A positive, proactive approach and willingness to learn.
  • No prior experience in finance required—just the right attitude and ambition!

Why This Role is Perfect for You

This is an outstanding position for anyone looking to either break into financial services or to grow an already glittering sales career. You’ll gain hands-on experience, develop valuable skills, and be part of a company that’s committed to your development and success

Job Types: Full-time, Permanent

Pay: £26,000.00-£35,000.00 per year

Ability to commute/relocate:

  • Tamworth, Staffordshire: reliably commute or plan to relocate before starting work (required)

Work Location: In person

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