Independent Financial Adviser - West Midlands

Wealth Management
Ref: 462 Date Posted: Tuesday 02 Mar 2021
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Our client is a long established, boutique IFA/Chartered Financial Planner practice, with HNW & UHNW clients, who include high profile professional sports people & highly successful entrepreneurs. The firm occupies modern offices in a very attractive, semi-rural location.

The firm is part of a Group of companies which embraces a “360 degree” approach to providing comprehensive, creative solutions for its clients, via collective expertise across a range of inter-connected areas of advice, including Wealth Management, Legal, Property, Business Growth & Succession Planning, Lifestyle Planning & Personal Wellbeing.

The firm is now seeking to appoint an experienced, technically competent Adviser to assume responsibility for managing & developing a portfolio of HNW clients, advising on Investment, Retirement Planning (including SIPPs & SSAS), Tax mitigation, Estate Planning & Trusts. Full administration & paraplanning support will be provided.

Required skills & experience:

  • qualified & authorized to advise (Level 4/CAS/SPS
  • ideally Chartered, or working towards
  • experience in advising HNW clients
  • well presented & articulate
  • excellent relationship management & influencing skills
  • very well organized
  • able to operate effectively in a non-bureaucratic environment, with little supervision
  • highly motivated
  • positive attitude
  • entrepreneurial mindset
  • comfortable working as part of a small, close knit team

This is a very rare & exciting opportunity for the right person.

Salary £50K-£60K, plus excellent bonus potential.