Financial Planning Expert
3 weeks ago
We are a reputable and dedicated Chartered Financial Planning firm, providing expert holistic financial advice to our clients.
Job OverviewThis is an excellent opportunity for a high-calibre Senior Chartered Financial Adviser to work closely with clients and contribute to our ongoing success in the West Midlands.
Main Responsibilities- Provide comprehensive holistic financial advice to high net worth clients, including inheritance tax (IHT) planning.
- Manage and service an existing portfolio of clients, ensuring ongoing client satisfaction and retention.
- Deliver high-quality, professional, and tailored financial planning solutions.
- Collaborate with a support team (administration and paraplanning) to maintain efficient operations and deliver exceptional client service.
- Work with the firm's internal teams to drive business progress and contribute to a culture of excellence.
- Generate new business opportunities through client referrals and strategic networking.
- Senior Chartered Financial Adviser status (or working towards it).
- Extensive experience in holistic financial advice, including estate and IHT planning.
- Strong communication and listening skills, with the ability to engage effectively with clients and internal teams.
- Exceptional attention to detail, ensuring accuracy and quality in all client interactions.
- A strong work ethic, efficiency, and pride in the work produced.
- Ability to work collaboratively within a team and drive continuous progress across the business.
- Competitive salary ranging from £80,000 - £100,000, dependent on experience and qualifications.
- Performance-based award scheme, tied to new business generated through client referrals.
- Full administration and paraplanning support.
- Pension and death in service benefits.
- 25 days holiday (+ Bank Holidays) per annum.
- Flexible working arrangements, where appropriate, in terms of hours and location.
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