We are currently looking to recruit a FINANCIAL SERVICING ADVISER to join our growing team. We are Newstead Clark Financial Services Limited, an independently owned, highly successful financial services company with offices in Birmingham and Wolverhampton.

But we’re different. We don’t do the “hard sell”. We take time to meet with our clients and prospective clients on their terms, sometimes people feel more comfortable meeting outside office hours or at their home.

We listen carefully to understand their financial position and aspirations for now and the future. Then we offer the best solution to help achieve them short term and long term.

We are currently looking for an experienced Financial Servicing Adviser to join the Newstead Clark family and help meet our increased business need.

The ideal candidate will have experience in the following areas:

• Knowledge of financial services processes from fact-find to presenting options
• Excellent client care
• Strong attention to detail and excellent administrative skills
• Financial compliance

The perfect candidate should also have outstanding interpersonal skills, be computer literate and a team player. A keen interest in and experience of the financial services industry would be highly advantageous, as well as either CII Level 4 Diploma in Regulated Financial Planning or LIBF Level 4 Diploma for Financial Advisers. All applicants MUST be Level 4 qualified.

Preferred requirement – Competent Adviser Status

This is a full-time role with a competitive salary, company car, excellent bonus scheme and other benefits.

Below are all of the links to the supporting documents for further information and an application form. Please complete your application form now and send it to recruitment@newsteadclark.co.uk ASAP.

Job Description

Person Specification

Application Form and Equal Opportunities Monitoring Form

Application Guidance Notes