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- Tasks: Manage client portfolios and provide expert financial advice to individuals and families.
- Company: Reputable Chartered IFA firm with over 20 years of experience.
- Benefits: Competitive salary, bonuses, and a supportive work environment.
- Why this job: Join a team that values quality service and client relationships.
- Qualifications: 2-3 years of advising experience and ability to work with high-net-worth clients.
- Other info: Opportunity for career growth and networking with professionals in the industry.
The predicted salary is between 65000 - 75000 £ per year.
Chartered IFA firm with a presence across the UK.
Manage £250k of ongoing revenue across 140 households.
Clients are based in Birmingham and Solihull, a mixture of retirees and working professionals.
£65k - £75k basic salary plus bonuses (above threshold 3 x salary).
A key client is looking for an established Financial Adviser to manage an existing book of business from a retiring adviser covering Solihull and surrounding areas.
The company has been operating for over 20 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees, and some City professionals. They give advice on pensions, investments, tax planning, IHT planning, protections, and intergenerational wealth planning.
Their clients hold anything between £250k - £5m of investable assets, and they pride themselves on offering the highest quality service, generating new business purely through recommendation and referral.
This role will be a mix of servicing an existing book of clients generating £250k of ongoing advice fees and then generating new business with a network of existing professional connections with solicitor and accountancy firms.
This role will be suitable for an established Financial Planner with at least 2-3 years of solid advising experience who has the gravitas and capabilities to work with HNW individuals and provide a quality service.
The Directors do not require an adviser to bring AUM with them, but if you have some clients who fit their investment proposition, then they would welcome this.
Financial Advisor in Birmingham employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Birmingham
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local finance events, join professional groups, and don’t be shy about reaching out to your existing contacts. We all know that referrals are key in this business, so make sure you’re on everyone’s radar.
✨Showcase Your Expertise
When you meet potential clients or connections, don’t just talk about what you do—show them! Share insights on market trends, offer free consultations, or even host a small workshop. We want to see you shine as the knowledgeable adviser you are!
✨Follow Up, Follow Up, Follow Up
After meeting someone, drop them a quick email or message to say it was great to connect. This keeps you fresh in their mind and opens the door for future conversations. We can’t stress enough how important it is to keep those lines of communication open!
✨Apply Through Our Website
If you’re keen on this Financial Adviser role, don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. We’re here to help you land that dream job, so let’s make it happen together!
We think you need these skills to ace Financial Advisor in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your experience with high-net-worth individuals and any relevant qualifications. We want to see how your background aligns with the holistic advisory services we provide.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share your passion for financial advising and how you can contribute to our outstanding reputation. Remember, this is your chance to make a great first impression!
Showcase Your Client Management Skills: Since you'll be managing an existing book of clients, it's crucial to demonstrate your client management skills. Share examples of how you've successfully serviced clients in the past and generated new business through referrals.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and services, especially those relevant to the clients you'll be advising. Understand the intricacies of pensions, investments, and tax planning, as these are key areas for the role.
✨Showcase Your Experience
Be ready to discuss your previous experience in managing client portfolios and generating new business. Prepare specific examples that highlight your success in working with high-net-worth individuals and how you've built relationships with other professionals like solicitors and accountants.
✨Understand the Company Culture
Research the firm’s reputation and values. They pride themselves on providing a holistic service, so be prepared to explain how your approach aligns with their commitment to quality and client satisfaction.
✨Ask Insightful Questions
Prepare thoughtful questions that demonstrate your interest in the role and the company. Inquire about their strategies for client retention and how they support their advisers in generating new business through referrals.