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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, with bonuses and support for growth.
- Why this job: Make a real difference in clients' lives while developing your expertise and team.
- Qualifications: Level 4 Diploma qualified Financial Adviser with experience in Court of Protection.
- Other info: Flexible working arrangements and a clear pathway to leadership.
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.
Responsibilities
- 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
- Build, 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: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Court of Protection Specialist Financial Advisor in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your existing connections in the legal and financial sectors. We all know that personal recommendations can open doors, so don’t be shy about letting people know you’re on the lookout for opportunities.
✨Tip Number 2
Showcase your expertise! Create a portfolio or case studies that highlight your experience in Court of Protection work. This will not only demonstrate your skills but also give potential employers a taste of what you can bring to their team.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to appear. Reach out directly to firms you admire, like ours at StudySmarter, and express your interest in building a Court of Protection division. A little initiative can go a long way!
✨Tip Number 4
Stay updated! Keep an eye on industry trends and changes in legislation related to Court of Protection work. Being knowledgeable about the latest developments shows that you’re serious about your career and ready to make an impact.
We think you need these skills to ace Court of Protection Specialist Financial Advisor in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Court of Protection role. Highlight your qualifications, especially your Level 4 Diploma, and any relevant experience in serious injury or PI work.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about building a Court of Protection division and how your background makes you the perfect fit for this unique opportunity.
Showcase Your Relationships: Since existing relationships with law firms or deputies are essential, make sure to mention any relevant connections you have. This can set you apart from other candidates and show us you’re ready to hit the ground running.
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 don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Sahasraa Solutions
✨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 the legal field. Mention how these connections can benefit the firm and enhance the service you provide.
✨Showcase Your Vision
This position allows you to shape your own division, so come prepared with ideas on how you would develop the Court of Protection proposition. Think about what unique services you could offer and how you would build a team around you as demand grows.
✨Demonstrate Ethical Commitment
The firm values long-term, ethical client relationships, so be sure to express your commitment to these principles. Share examples of how you've prioritised clients' best interests in your previous roles, especially in sensitive situations involving significant financial planning.
