At a Glance
- Tasks: Advise clients on complex portfolios and generate new business to meet targets.
- Company: Join a high-growth firm with significant acquisitions in the Midlands.
- Benefits: Competitive salary of up to £70,000 with full paraplanning support.
- Other info: Role available in Birmingham or remote, serving clients across Manchester and Midlands.
- Why this job: Opportunity to build long-term client relationships with minimal admin required.
- Qualifications: Requires 4+ years' advisory experience and diploma qualification.
The predicted salary is between 60000 - 70000 £ per year.
We are seeking an experienced Senior Financial Adviser with a strong track record in client retention and new business. You will work with a high-growth firm with significant acquisitions in the Midlands, managing a range of client portfolios, including complex cases, with full paraplanning support.
Responsibilities:
- Advise and retain clients across a range of portfolios.
- Generate new business to meet or exceed annual targets.
- Build long-term client relationships based on trust and technical expertise.
- Collaborate with paraplanners and administrative support; minimal admin required.
- Work across Manchester and Midlands clients, including those acquired through firm acquisitions.
Requirements:
- 4+ years' advisory experience, with exposure to complex client cases.
- Diploma qualified; long-term care knowledge a bonus.
- CAS status preferred, but not mandatory.
- Strong record in new business generation and client retention.
- Excellent communication and relationship management skills.
Financial Adviser (IFA) in Birmingham employer: Eden Rose
This high-growth firm is expanding rapidly through acquisitions in the Midlands. Employees enjoy a competitive salary and full paraplanning support, allowing them to focus on client relationships. The team values strong communication and technical expertise in financial advising.
We think you need these skills to ace Financial Adviser (IFA) in Birmingham
Client Retention
New Business Generation
Portfolio Management
Complex Case Handling
Diploma Qualified
Long-Term Care Knowledge
CAS Status
