Independent Financial Adviser

  • Location

    Birmingham, West Midlands

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £40000 - £50000 per annum + plus Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2743_1610561366

  • Published:

    7 days ago

  • Expiry date:

    2021-02-12

  • Consultant:

    David Everingham

Independent Financial Adviser (IFA) - Birmingham - Employed role, negotiable basic salary plus bonus plus benefits

Our client is a boutique Financial Planning practice who specialise in providing holistic financial advice to private clients. They are well established in the West Midlands and have a busy team working from a modern, socially distanced office. The company's Managing Director is looking to retire and as such is keen to find an experienced Financial Adviser to look after their clients.

From day one you will be introduced to the MD's client book and after a successful handover period they will take a step back, focusing purely on oversight of the business. You'll work closely with the company's Paraplanners, Administrators and Practice Manager who will offer you full support, leaving you to focus on meeting with clients and providing advice.

We are looking for an experienced Financial Adviser who must be Level 4 Diploma qualified as a minimum. Candidates will be working with a wide variety of clients (some with 50K invested, others with £3M) and as such you should be comfortable dealing with people from all backgrounds.

On offer is a competitive basic salary plus company benefits and performance related bonuses. This is a service orientated role with all clients supplied so there is no requirement for candidates to bring clients with them.