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Permanent

Financial Planner

Solihull
money-bag 65000.00-65000.00 Annual
3085866470
Posted 4 days ago

Financial Adviser - BIRMINGHAM and SOLIHULL Chartered IFA firm with a presence across the UKManage £250k of ongoing revenue across 140 households Clients are based in Birmingham and SolihullClients are a mixture of retirees and working professionals£65k - £75k basic salary plus bonuses (3 x validation) A key client of mine who I have placed 20+ staff with in the past are looking for an established Financial Adviser who can manage an existing book of business from a retiring adviser which is covering Solihull and surrounding areas.The company has been operating for over 20 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals. They give advice on pensions, investments, tax planning, IHT planning, protections and lots of inter generational wealth planning. Their clients hold anything between £250k - £5m of investable assets and they pride themselves on offer the highest quality service and generate new business purely through recommendation and referral.This role will be a mix of servicing an existing book of clients generating £250k of ongoing advice fees and then generating new business with a network of existing professional connections with solicitor and accountancy firms. This role will be suitable for an established Financial Planner with at least 2-3 years of solid advising experience who has the gravitas and capabilities to work with HNW individuals and provide a quality service. ..... full job details .....

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