Independent Financial Advisor

Sahasraa Solutions; Birmingham; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

An established industry player is seeking a motivated Financial Adviser to take over an existing client bank in Birmingham. This role offers a unique opportunity to leverage a strong foundation of clients while actively seeking new business opportunities. With a supportive back office team and a focus on client relationships, you will thrive in a home-based environment, conducting meetings via video or phone. The company promotes a positive workplace culture, prioritizing employee wellbeing and offering generous rewards. If you're passionate about financial advising and eager to make a difference, this is the perfect opportunity for you.

Benefits

Uncapped bonuses

Pension

Life assurance

Group income protection

Health cash plans

Salary exchanges

Ongoing employee wellbeing programmes

Qualifications

• 3+ years of advising experience as a Financial Advisor.
• Must have CAS status and be fully Diploma qualified.

Responsibilities

• Manage an inherited client bank while sourcing new business.
• Provide financial planning services with high client retention.

Skills

Financial Advising

Client Relationship Management

Business Development

Financial Planning

Education

Diploma in Financial Planning

Job description

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