We are working with a Chartered Financial Planning firm based in the West Midlands who are looking for a Senior Financial Adviser to take over an existing client base and grow things further.
Here is an overview of the role:
As a Senior Financial Adviser, you'll sit at the heart of our client relationships.
You'll take a long-term view of each client’s financial position, ambitions and lifestyle, leading their ongoing financial planning strategy and ensuring their plan evolves as their circumstances and priorities change.
Working closely with colleagues across the business, you'll bring together technical expertise, commercial judgement and genuine relationship-building to deliver a consistently exceptional client experience.
Your responsibilities will include:
- Building and nurturing trusted, long-term relationships with private clients and their families.
- Leading the delivery of holistic financial planning and strategic advice.
- Developing sophisticated lifestyle and wealth planning strategies tailored to individual client objectives.
- Taking responsibility for ongoing client relationships, reviews and strategic planning.
- Working collaboratively with the wider Financial Planning and operational teams to deliver an outstanding client experience.
- Communicating complex financial concepts clearly and confidently to clients and their families.
- Identifying changing client needs and proactively adapting financial strategies.
- Supporting clients through significant life events, financial decisions and periods of change.
- Maintaining the highest standards of technical accuracy, professionalism, compliance and client service.
- Contributing to the continued development of the financial planning proposition and the wider firm.
What's on Offer for the Senior Financial Adviser?
- Salary up to £120k DOE
- Competitive bonus and profit-sharing scheme
- Full paraplanning and admin support
- Strong benefits package
- Hybrid flexible working model
Senior Financial Adviser, Chartered, Financial Adviser, Financial Planner, Wealth Manager
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Senior Financial Advisor in Birmingham employer: Wealthlink Recruitment
Join a prestigious Wealth Management firm in Birmingham that values compliance excellence and offers a dynamic work culture. With a strong focus on employee growth, you will have the opportunity to shape regulatory strategy while enjoying the flexibility of hybrid working. This role not only provides competitive benefits but also fosters an environment where your expertise can significantly influence executive decision-making and drive the firm's success.
