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Independent Financial Adviser - City, Birmingham, United Kingdom, B1

£55k

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?

The Company

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.

Benefits

  • 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

Locations

Birmingham

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.