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Financial Advisor

Premier Jobs UK

Birmingham

Hybrid

GBP 50,000 - 75,000

Full time

30+ days ago

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An established industry player is seeking a motivated Financial Adviser to inherit a client bank in Birmingham. This role offers a unique opportunity to leverage existing relationships while expanding your portfolio through self-sourced business. With a supportive back office team and a strong emphasis on client retention, you'll thrive in a culture that values inclusivity and well-being. Enjoy the flexibility of home working, complemented by face-to-face client meetings, and be rewarded with a competitive salary and uncapped bonuses. If you're passionate about financial planning and client care, this is the perfect opportunity to advance your career.

Uncapped bonuses

Pension

Life assurance

Group income protection

Health cash plans

Excellent employee well-being programmes

3+ years of advising experience is required.
Must have CAS status and be fully Diploma qualified.

Manage an inherited client bank while building new business.
Provide financial advice primarily via video or telephone.

Financial Advising

Client Relationship Management

Business Development

Communication Skills

Diploma in Financial Planning

Back Office Systems

This employed Financial Adviser job provides opportunity to inherit an existing client bank around the Birmingham area.

You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients. Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business. Often the inherited client banks have rich levels of new business opportunity.

Alongside the company clients provided, you should look to self-source business from internal and external relationships, to help build your client portfolio.

To ensure their Financial Advisors are fully supported, they have a 2:1 ratio of back office (including Paraplanners and Administrators) to Financial Advisors. The support includes: appointments booked in your diary, research undertaken, suitability reports written and advice designed to your request. Plus, they have a highly efficient back office system.

The business utilises home working with majority of advice provided via video or telephone. During the transition of clients, you may need to be in their local office to facilitate a smooth handover.

Financial Advisor Requirements

You should be a Financial Advisor with 3+ years' advising experience
You must have CAS status
You must be fully Diploma qualified in financial planning
You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues

The Company

This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.

Financial Advisor Benefits

Salary up to £75,000 depending on experience with an uncapped OTE
Uncapped bonuses
Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges
Excellent ongoing employee well being programmes
Home based role with some face-to-face client meetings and visits to the office in Birmingham

Locations

Birmingham

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