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- Tasks: Build your own Court of Protection division and shape client relationships.
- Company: Join a values-driven wealth management firm with a supportive culture.
- Benefits: Competitive salary starting at £80,000 plus bonuses and flexible working.
- Why this job: Make a real impact on clients' lives with significant financial planning.
- Qualifications: Level 4 Diploma qualified Financial Adviser with Court of Protection experience.
- Other info: Opportunity to lead a specialist team as demand grows.
The predicted salary is between 80000 - 112000 £ per year.
This Court of Protection Specialist Financial Advisor job is a rare chance for an experienced specialist to step out of the shadows and build their own Court of Protection division within a respected, values driven wealth management firm. Rather than being just one Adviser in a large machine, you will shape how the proposition is delivered, choose which relationships to deepen and have a genuine say in how the service evolves.
You will work on serious injury and medical negligence awards, where the quality of your planning has a lifelong impact for clients and their families. You will focus on clients who have received significant awards following life changing events, working closely with solicitors, professional deputies and families to ensure funds are structured to last a lifetime. This is not a volume role. You will have the time and space to deliver thoughtful, technical planning on significant amounts including multi million pound cases, with the opportunity to become the go to expert and build a team around you as the specialism grows.
Typical work will include:
- Designing and reviewing long term financial plans for large compensation awards
- Advising on appropriate investment and income strategies to support lifetime needs
- Working alongside legal teams on trust, deputyship and related structures
- Attending case meetings with professional connections and families
- Helping shape and develop the firms specialist Court of Protection proposition
- Build, over time, a small specialist team around you as demand grows (if desired)
Court of Protection Specialist Financial Advisor Requirements
- Essential - Level 4 Diploma qualified Financial Adviser with strong UK track record
- Essential - Current or recent experience in Court of Protection, PI or serious injury work
- Essential - Existing relationships and profile with relevant law firms or deputies
- Desirable - Chartered or actively working towards Chartered status
- Desirable - Regular user of cashflow planning and specialist planning tools
The Company
You will be joining a growing, advice led wealth management firm that is big enough to offer infrastructure and support, yet small enough for experienced Financial Advisers to genuinely shape their own division. The business is investing in modern systems and is committed to long term, ethical client relationships rather than product sales.
Court of Protection Specialist Financial Advisor Benefits
- Basic salary upwards of £80,000 with flexibility for leading specialists for higher packages to be considered
- Bonus structure aligned to revenue and division growth
- Birmingham office base with flexibility around client and solicitor meetings
- Paraplanning, administration and marketing support to help you scale
- Clear pathway to build and lead a recognised Court of Protection division
Location
Best suited to advisers based within a reasonable commute of Birmingham, with willingness to travel across the region to key professional connections. If you want to take ownership of a Court of Protection proposition rather than simply service one, apply now for a confidential conversation.
Court of Protection Specialist Financial Advisor in Birmingham employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Court of Protection Specialist Financial Advisor in Birmingham
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups, and don’t be shy about reaching out to solicitors or deputies you’ve worked with before. Building those relationships can open doors to opportunities that aren’t even advertised.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience in Court of Protection and serious injury work. Share specific examples of how your planning has made a difference for clients. We want to see your passion and knowledge shine through!
✨Be Ready to Discuss Your Vision
This role is all about shaping a division, so come prepared with ideas on how you’d develop the Court of Protection proposition. Think about what makes a great service and how you can contribute to that. We love seeing candidates who are proactive and have a clear vision!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we’re always looking for talented individuals like you to join our team and help us grow in this exciting field.
We think you need these skills to ace Court of Protection Specialist Financial Advisor in Birmingham
Some tips for your application 🫡
Show Your Expertise: Make sure to highlight your experience in Court of Protection and serious injury work. We want to see how your background aligns with the role, so don’t hold back on showcasing your qualifications and any relevant relationships you've built.
Tailor Your Application: Take a moment to customise your application for this specific role. We’re looking for someone who can shape our Court of Protection division, so let us know how you plan to do that and what unique insights you bring to the table.
Be Genuine: We value authenticity, so be yourself in your application. Share your passion for helping clients with significant awards and how you envision making a lasting impact on their lives. This isn’t just about numbers; it’s about people.
Apply Through Our Website: For the best chance of success, make sure to apply through our website. It’s the easiest way for us to keep track of your application and ensures you’re considered for this exciting opportunity to build something special with us.
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of Court of Protection work and the specific financial planning strategies that apply. Be ready to discuss your past experiences with serious injury cases and how you've successfully managed large compensation awards.
✨Build Connections
Since this role involves working closely with solicitors and professional deputies, it’s a good idea to highlight any existing relationships you have in these areas. Prepare examples of how you've collaborated with legal teams in the past to show you can hit the ground running.
✨Showcase Your Vision
This position allows you to shape the Court of Protection division, so think about how you would approach this. Be prepared to share your ideas on developing the service and building a team around you. This shows you're not just looking for a job, but are genuinely invested in the firm's future.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm’s current Court of Protection proposition and its future direction. This demonstrates your interest in the role and helps you gauge if the company aligns with your values and career goals.
