Financial Adviser - Birmingham

James & Partners; Birmingham; Hybride; GBP 55 000 - 100 000; Plein temps

Avantages offerts par ce poste

Remote or hybrid working

Dedicated support and paraplanning

Résumé du poste

James & Partners is expanding its UK wealth management division and seeks Financial Advisers at multiple levels. The role offers a competitive employed package, with dedicated support and a pathway to self-employed advisory models.

Responsibilities include servicing private clients, delivering holistic financial advice, and developing client relationships across investments, pensions and retirement planning, with modern planning tools and compliance at the core.

Qualifications

• Requires Level 4 qualification and regulatory adviser status.
• Experience managing private client portfolios.
• Proven ability to develop new revenue or onboard clients.

Responsabilités

• Manage and develop a portfolio of private clients.
• Provide holistic financial advice across investments, pensions and retirement planning.
• Onboard new clients and assets; maintain compliant client relationships.

Connaissances

Portfolio management

Financial planning

Regulatory compliance

Client relationship skills

Formation

Level 4 qualification

Chartered status advantageous

Description du poste

Financial Advisor

Basic Salary: 55,000 - 100,000

OTE: 70,000 - 120,000+

Additional Commission & Revenue Share Opportunities

My client is a rapidly expanding international wealth management and financial planning group currently undertaking significant growth across the UK. As part of this expansion, the business is looking to appoint Financial Advisers at multiple levels, from developing advisers through to experienced Senior Financial Advisers. This is an unusual opportunity combining a highly competitive employed package, established clients to service, dedicated technical support and a genuine longer-term route towards building your own client portfolio and moving into a self-employed advisory model with highly attractive commission and revenue splits. Importantly, candidates do not need to bring an existing client bank.

The Role

Depending on experience and seniority, responsibilities will include:

• Managing and developing a portfolio of private clients.
• Conducting comprehensive reviews and delivering holistic financial advice.
• Advising across investments, pensions, retirement, drawdown, estate and inheritance planning.
• Developing long-term relationships with clients and identifying additional planning opportunities.
• Working alongside dedicated Paraplanning and Administration support.
• Onboarding new clients and assets.
• Developing referrals and new client relationships as your career progresses.
• Using modern financial planning and cashflow technology.
• Maintaining excellent standards of suitability, compliance and client service.

Levels

Junior / Developing Financial Adviser

50,000+ basic + bonus OTE circa 70,000

Ideally suited to an adviser with approximately three years' UK financial planning experience who has already managed or serviced a client bank.

Candidates should be Level 4 qualified and comfortable providing regulated advice across investments, pensions and retirement planning.

A significant business development track record is not required at this level.

Financial Adviser

75,000 basic + bonus OTE circa 90,000

Candidates will typically already manage a meaningful private client portfolio, ideally 30m+ of assets under management/advice, alongside some evidence of generating new revenue or onboarding their own clients.

Level 4 is essential, with Chartered status advantageous.

Senior Financial Adviser

Up to 100,000 basic + bonus OTE circa 120,000+

Senior candidates should have a substantial track record within UK financial planning, combining sophisticated client management with evidence of generating new assets and revenue. Chartered status.

Why Consider This Opportunity?

• Basic salaries from 55,000 to 100,000.
• OTE from approximately 70,000 to 120,000+.
• No requirement to bring an existing client bank.
• Established clients available to service.
• Dedicated Paraplanning and Administration support.
• Significant additional earning potential from new clients and assets.
• Clear route into a highly lucrative self-employed advisory model.
• Attractive long-term commission and revenue-sharing potential.
• Support towards further professional qualifications and Chartered status.
• International and expatriate private client exposure.
• Modern financial planning technology and infrastructure.
• Significant career progression within a rapidly expanding international wealth management business.
• Open to remote working and hybrid working arrangements

Advisers who develop their own client relationships and generate new business can access substantial additional commission and revenue-sharing opportunities.
For ambitious individuals, there is also a genuine pathway towards a self-employed advisory model offering significantly larger commission and revenue splits, providing the opportunity to build greater long-term value from the client relationships they develop. My client is particularly interested in speaking with ambitious, entrepreneurial Financial Advisers who want the security of an excellent employed package today, while retaining the opportunity to build considerably greater earnings and ownership over their client relationships in the future.