Ernest Gordon Recruitment | Financial Advisor

6 days ago


Birmingham, United Kingdom Ernest Gordon Recruitment Full time

Financial Advisor - Private Wealth Management - Progression Birmingham (Hybrid) £50,000 to £60,000 DOE + Commission + Bonus + Private Medical + Pension + Holiday + Benefits Are you a Financial Advisor, managing their own portfolio wanting to join a growing business where you will be taking over a portfolio of over one hundred clients?
Do you want the opportunity to take over an existing client portfolio, with the potential to grow and develop it as well as the geographical area with the potential to uncapped commission and company bonus?
On offer is the opportunity to join a growing wealth management business that is focused on growth through organic growth as well as yearly acquisitions, that is bringing about change to ensure future growth of the people and the business, where they work as a team, enjoy what they do, provide autonomy, and encourage employees to achieve their goals within a relaxed but hard working environment.
In this role you will provide full financial advisory services to high-net-worth clients, including investments, protection, estate planning and more.
You will need to provide quality, tailored financial advice and financial plans aligned to your clients needs.
You will need to grow the existing portfolio of clients and bring in new clients to grow your area of the business.
The ideal candidate be a stand-alone Financial Advisor, worked with a portfolio of high-net-worth clients, provided in-depth tailored financial advice to their clients while working closely with the administration team to ensure a high-quality service to the clients.
THE ROLE: Providing Financial Advice to clients Ensure high quality service to portfolio of clients.
Grow services offered to portfolio and grow the size of the portfolio.
Meet all compliance standards.
THE PERSON : Qualified or part qualified.
People with practical experience are welcome to apply.
Independent and stand-alone advisory experience.
Commutable distance to Birmingham west Key words : Independent Financial Advisor, financial advisory, High-net-worth, client engagement, RO4, CII Diploma, Pension, ISA, Mortgage Protection, Birmingham west.
Reference Number : BBBH17132a If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates.
The salary advertised is a guideline for this position.
The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.
By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
JBRP1_UKTJ



  • Birmingham, United Kingdom Ernest Gordon Recruitment Full time €50,000 - €60,000

    Financial Advisor - Private Wealth Management - Progression Birmingham (Hybrid)£50,000 to £60,000 DOE + Commission + Bonus + Private Medical + Pension + Holiday + Benefits Are you a Financial Advisor, managing their own portfolio wanting to join a growing business where you will be taking over a portfolio of over one hundred clients? Do you want the...


  • Birmingham, United Kingdom Ernest Gordon Recruitment Full time

    Paraplanner (Wealth Management) Study Support Birmingham (Onsite) £30,000 to £40,000 DOE + Bonus + Private Medical + Pension + 23 Holiday Days + Training + Study Support Are you a Paraplanner, RO4 Qualified or wanting to complete your studies, worked in wealth management and learn from different advisors, with the real opportunity of becoming an advisor in...


  • Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Full time £50,000 - £60,000

    We are seeking a skilled Financial Services Manager to join our team at Ernest Gordon Recruitment Limited. This is a fantastic opportunity for an experienced Financial Advisor to take on a portfolio of over one hundred clients and provide high-quality, tailored financial advice and plans aligned to their needs.The ideal candidate will be a stand-alone...


  • Birmingham, United Kingdom Ernest Gordon Recruitment Full time

    Training and Compliance Manager (Wealth Management) Birmingham (Hybrid) £35,000 to £45,000 DOE + Bonus + Hybrid + Private Medical + Pension + Holiday + Benefits Are you a Training and Compliance Manager working in wealth management industry who wants autonomy in their role, deliver training for the whole organisation and be part of a growing and successful...

  • Textile Sales Expert

    2 weeks ago


    Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full time

    Ernest Gordon Recruitment Limited seeks a highly motivated sales expert to join its team in the Midlands region. The ideal candidate will have a background in fabrics and textiles, excellent communication skills, and the ability to work independently in a field-based role.Responsibilities:Identify and develop new business opportunitiesManage existing...


  • Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Full time £50,000 - £60,000

    Take your career to the next level as a Wealth Management Advisor with Ernest Gordon Recruitment Limited. We are seeking an experienced Financial Advisor to join our team and take on a portfolio of over one hundred clients.As a Wealth Management Advisor, you will be responsible for providing comprehensive financial advice and guidance to high-net-worth...


  • Birmingham, United Kingdom Ernest Gordon Recruitment Full time €50,000 - €60,000

    Financial Advisor - Private Wealth Management - Progression Birmingham (Hybrid) £50,000 to £60,000 DOE + Commission + Bonus + Private Medical + Pension + Holiday + Benefits Are you a Financial Advisor, managing their own portfolio wanting to join a growing business where you will be taking over a portfolio of over one hundred clients? Do you want the...

  • Portfolio Advisor

    6 days ago


    Birmingham, United Kingdom Ernest Gordon Recruitment Full time

    The Ernest Gordon Recruitment team is seeking a highly motivated Portfolio Advisor to join their growing business. As a Portfolio Advisor, you will play a key role in helping clients achieve their financial goals by providing expert advice on investment strategies, risk management, and wealth creation. With your extensive experience in managing your own...


  • Birmingham, United Kingdom Ernest Gordon Recruitment Full time

    Lead Building Surveyor (Construction) £££ Negotiable DOE + Biannual Pay Reviews + Life Assurance + Flexible Working Hours + Healthcare + Birthday Leave + Enhanced Pension Birmingham Are you a Building Surveyor looking to take a senior role within an industry leading organisation who offer exceptional remuneration?This company offers a broad range of...


  • Birmingham, United Kingdom Ernest Gordon Recruitment Full time

    Lead Building Surveyor (Construction) Make sure to apply with all the requested information, as laid out in the job overview below.£££ Negotiable DOE + Biannual Pay Reviews + Life Assurance + Flexible Working Hours + Healthcare + Birthday Leave + Enhanced Pension Birmingham Are you a Building Surveyor looking to take a senior role within an industry...


  • Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Full time

    Job OverviewA dynamic opportunity has arisen for a skilled Financial Advisor to take over a portfolio of over one hundred clients and join a growing business in Birmingham (Hybrid). The successful candidate will be responsible for managing their own portfolio, providing exceptional financial guidance and advice to existing clients, and contributing to the...


  • Birmingham, United Kingdom Ernest Gordon Recruitment Full time

    Lead Building Surveyor (Construction)£££ Negotiable DOE + Biannual Pay Reviews + Life Assurance + Flexible Working Hours + Healthcare + Birthday Leave + Enhanced Pension Birmingham Are you a Building Surveyor looking to take a senior role within an industry leading organisation who offer exceptional remuneration? This company offers a broad range of...


  • Birmingham, United Kingdom Ernest Gordon Recruitment Full time

    Commercial Manager (WEEE Waste) Preston - Remote £60,000 + Bonus + Commission + Training + Progression + Company Car + OTE £100k+ Are you a Commercial Manager that wants to work with a global leader in electrical recycling space that has built a state of the art new plant in Preston?Do you want the opportunity to work for a business that has a patent on...


  • Birmingham, United Kingdom Ernest Gordon Recruitment Full time

    Stock Co-Ordination Surveyor (Construction) £££ Negotiable DOE + Biannual Pay Review + Life Assurance + Healthcare Plan + Flexible Working Hours + Birthday Leave + Enhanced Pension Birmingham Are you a Surveyor looking to achieve MRICS status, looking for a new role within a market leading organisation who offer an excellent pay package?This company...

  • Financial Advisor

    5 days ago


    Birmingham, United Kingdom Ernest Gordon Recruitment Full time

    Financial Advisor - Private Wealth Management - Progression Birmingham (Hybrid) £50,000 to £60,000 DOE + Commission + Bonus + Private Medical + Pension + Holiday + Benefits Are you a Financial Advisor, managing their own portfolio wanting to join a growing business where you will be taking over a portfolio of over one hundred clients?Do you want the...

  • Financial Advisor

    2 weeks ago


    Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full time

    Financial Advisor (Wealth Management) Progression Birmingham (Hybrid) £50,000 to £60,000 DOE + Commission + Bonus + Private Medical + Pension + Holiday + Benefits Are you a Financial Advisor who has managed their own portfolio wanting to join a growing business where you will be taking over a portfolio of over one hundred clients? Do you want the...


  • Birmingham, United Kingdom Ernest Gordon Recruitment Full time

    Power Press Engineer ( Field based ) Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity Birmingham £60,000 OTE + Door to Door Overtime + Van + Fuel Card + Company + Progression + Autonomy + Pension Benefits Are you a Power Press Engineer with experience in diagnosing and maintaining mechanical...

  • Portfolio Advisor

    7 days ago


    Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full time

    Ernest Gordon Recruitment Limited: We are a growing wealth management business that is passionate about helping individuals achieve their financial goals.Job Title: Portfolio Advisor - HybridJob Summary:We are seeking an experienced Portfolio Advisor to join our team, who can provide full financial advisory services to high-net-worth...

  • Financial Advisor

    4 days ago


    Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full time

    Financial Advisor (Private Wealth Management) Progression Birmingham (Hybrid) £50,000 to £60,000 DOE + Commission + Bonus + Private Medical + Pension + Holiday + Benefits Are you a Financial Advisor managing your own portfolio wanting to join a growing business where you will be taking over a portfolio of over one hundred clients? Do you want the...


  • Birmingham, United Kingdom Ernest Gordon Recruitment Full time €60,000

    Power Press Engineer ( Field based ) Birmingham £60,000 OTE + Door to Door Overtime + Van + Fuel Card + Company + Progression + Autonomy + Pension Benefits Are you a Power Press Engineer with experience in diagnosing and maintaining mechanical power presses, looking for your next career challenge? Do you want to enhance your career as a Field Service...