Senior Investment Professional

2 weeks ago


Birmingham, Birmingham, United Kingdom Quilter Full time
About Our Team

We are a dynamic and experienced team of financial professionals, dedicated to providing expert holistic financial advice to our clients.

Job Role

This is a great opportunity for a skilled Senior Chartered Financial Adviser to join our team and work closely with clients in the West Midlands.

Key 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 internal teams to drive business progress and contribute to a culture of excellence.
  • Identify and pursue new business opportunities through client referrals and strategic networking.
Requirements and Qualifications
  • Senior Chartered Financial Adviser status (or working towards it).
  • Extensive experience in holistic financial advice, including estate and IHT planning.
  • Strong communication and interpersonal 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.
Benefits and Perks
  • 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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