At a Glance
- Tasks: Manage a £50m portfolio and provide exceptional client service.
- Company: Prestigious Financial Planning firm with a strong West Midlands presence.
- Benefits: Six-figure salary, executive benefits, and full support for paraplanning.
- Other info: Focus on client service with excellent career growth opportunities.
- Why this job: Join a respected firm and make a real difference in clients' financial lives.
- Qualifications: Experience in financial advising and strong client relationship skills.
The predicted salary is between 100000 - 120000 £ per year.
A highly respected, successful Financial Planning firm have acquired a practice in Birmingham. As such, they are looking for an adviser to join them to take over an existing portfolio. There is c. £50m AUM to manage with most clients across all ages/life phases. Clients are broadly in the c.£300k plus space and located in the West Midlands.
All paraplanning and administration will be provided, allowing you to focus on providing exceptional client service.
PackageYou will receive excellent salary and earnings (over six figures), executive benefits and technical/paraplanning support.
The companyPrestigious Financial Planning firm with a presence in the West Midlands.
The Role- Portfolio reviews with existing clients.
- Working with the business owner to transition clients across.
- Identifying other needs for clients, as well as any referrals possible.
- Maintaining up to date and compliant client files in conjunction with the technical team.
- Keeping up to date CPD.
- Actively seeking out new client opportunities as required.
Independent Financial Advisor in Birmingham employer: Ferguson Dean
Join a prestigious Financial Planning firm in Birmingham, where you will benefit from a supportive work culture that prioritises exceptional client service and professional growth. With a generous salary package exceeding six figures, comprehensive technical support, and a focus on employee development, this role offers a unique opportunity to thrive in a dynamic environment while managing a substantial portfolio of clients across the West Midlands.
