Independent Financial Adviser - City, Birmingham, United Kingdom, B1
Are you an experienced Financial Adviser looking to join a highly respected industry name on an employed package with an existing client bank with circa £21m FuM?
This Independent Financial Advisory company was setup over a decade ago by a leading life and pensions provider. This firm has grown to approximately 170 employees across the country and has developed a substantial list of private clients and SME corporate clients who choose to use them for financial advice. In addition, they are award winners' due to their expertise including 'Best Retirement Planner' and ranked within 'Top 25 IFA Companies'
Clients and business opportunities
They require an experienced Financial Adviser based in Birmingham to provide holistic advice to an existing client book with circa £21m of Funds under Management! As part of your role, you will look to service their existing financial planning needs and identify / develop new client opportunities to create appropriate financial solutions. In addition, you will be provided with the chance to deliver pre-retirement / redundancy seminars to large corporates.
Requirements to be considered
You should be Level 4 Diploma qualified in Financial Advice and be an experienced Financial Adviser. Plus, you should have a good ability to build long-term relationships and be comfortable at presenting to groups.
- Salary of £45,000 - £55,000 dependent upon experience plus bonus
- Plus, company benefits including PMI, income protection, 4x DIS, critical illness, pension and car allowance
- OTE of £60,000+
- Home based role
- Supported by a qualified and effective team of Paraplanners, focused on ensuring you provide quality advice
- Working as part of a highly respected name within Financial Services
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