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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 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: BBBH17132
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.
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