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- Tasks: Shape and build your own Court of Protection division, delivering impactful financial planning.
- Company: Join a values-driven wealth management firm that prioritises ethical client relationships.
- Benefits: Competitive salary starting at £80,000, bonus structure, and support for growth.
- Other info: Opportunity to build a specialist team and influence the firm's direction.
- Why this job: Make a real difference in clients' lives while developing your expertise and leadership.
- Qualifications: Level 4 Diploma qualified Financial Adviser with experience in Court of Protection or serious injury work.
The predicted salary is between 80000 - 100000 £ 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 firm’s specialist Court of Protection proposition
- Building, over time, a small specialist team around you as demand grows (if desired)
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.
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
Contact Detail:
Premier Jobs UK 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 professionals in the Court of Protection space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to solicitors and deputies. Building those relationships can open doors to opportunities that aren’t even advertised!
✨Showcase Your Expertise
Create a personal brand that highlights your experience and knowledge in Court of Protection work. Share insights on social media or write articles that demonstrate your understanding of the field. This will position you as a go-to expert and attract potential employers to you.
✨Tailor Your Approach
When you’re meeting potential employers or clients, make sure to tailor your conversations to their needs. Discuss how your skills can specifically benefit their Court of Protection division. This shows you’re not just another adviser; you’re someone who can genuinely add value.
✨Apply Through Us!
Don’t forget to check out our website for the latest job openings. Applying through us gives you a better chance to stand out, and we’re here to support you every step of the way. Let’s get you that dream role in Court of Protection!
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, PI, or serious injury work. We want to see how your background aligns with the role, so don’t hold back on showcasing your qualifications and achievements!
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 make an impact and what unique skills you bring to the table.
Connect the Dots: If you have existing relationships with law firms or deputies, mention them! We value connections that can help us grow, so share how your network can benefit our team and the clients we serve.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive 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
✨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, demonstrating your leadership potential and strategic thinking.
✨Ask Thoughtful Questions
Interviews are a two-way street! Prepare insightful questions about the firm's vision for the Court of Protection division and how they support their advisers. This shows your genuine interest in the role and helps you assess if it's the right fit for you.