Financial Planner

• Financial Adviser - BIRMINGHAM & SOLIHULL
• Chartered IFA firm with a presence across the UK
• Manage £250k of ongoing revenue across 140 households
• Clients are based in Birmingham and Solihull
• Clients are a mixture of retirees and working professionals
• £65k - £75k basic salary plus bonuses (3 x validation)

A key client of mine who I have placed 20+ staff with in the past are looking for an established Financial Adviser who can manage an existing book of business from a retiring adviser which is covering Solihull and surrounding areas.

The company has been operating for over 20 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals. They give advice on pensions, investments, tax planning, IHT planning, protections and lots of inter generational wealth planning. Their clients hold anything between £250k - £5m of investable assets and they pride themselves on offer the highest quality service and generate new business purely through recommendation and referral.

This role will be a mix of servicing an existing book of clients generating £250k of ongoing advice fees and then generating new business with a network of existing professional connections with solicitor and accountancy firms. This role will be suitable for an established Financial Planner with at least 2-3 years of solid advising experience who has the gravitas and capabilities to work with HNW individuals and provide a quality service. The Directors do not require an adviser to bring AUM with them, but if you have some clients who fit their investment proposition then they would welcome this.

Would this be of interest at all? get in touch with Peter at Financial Divisions.