Financial Advisor
6 days ago
This employed, Financial Advisor job in Birmingham provides the opportunity to takeover a £20m FuM client bank and grow it to £60m FuM
The business has HNW clients ready to allocate to you, creating an excellent foundation for you to build upon. Your goal should be to provide excellent, holistic financial planning to clients.
To enable you to grow the portfolio from £20m to £60m FuM, you should look to identify new business and referrals. Plus, you will receive leads from their referrals, accountancy partnerships and acquired client banks.
During initial handover period, it is likely you will conduct face-to-face meetings with clients to build a strong rapport, thereafter you can provide advice via video if appropriate
You will receive full support from their Paraplanners and Administrators.
**Financial Advisor Requirements**
- You must hold full Level 4 Diploma in Financial Planning or equivalent, with preference towards individuals near or at Chartered status
- You should have experience of working with HNW clients
**The Company**
This growing independent wealth management firm has a team of industry experienced professionals who share a passion for delivering best advice and service to clients. The business has a collaborative approach and is keen for all team members to benefitfrom their collective success.
**Financial Advisor Benefits**
- Salary of circa £55,000 plus bonuses
- Plus, equity participation upon passing probation, enabling you to benefit in the company success
- Mileage reimbursement paid
- Home based role with travel to meet clients face-to-face
**Locations**
- Birmingham
- Cambridge / Northampton
**_Liability and Disclaimer_**
- Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liabilityis accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information._
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