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Independent Financial Advisor
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-06-23
Listing for:
Ferguson Dean
Contract
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A highly respected, successful Financial Planning firm have acquired a practice in Birmingham. As such, they are looking for an adviser to join them to take over an existing portfolio. There is c. £50m AUM to manage with most clients across all ages/life phases. Clients are broadly in the c.£300k plus space. Clients are broadly in the West Midlands. All paraplanning and administration will be provided, allowing you to focus on provided exceptional client service.
Package- You will receive excellent salary and earnings (over six figures), executive benefits and technical/paraplanning support.
- Prestigious Financial Planning firm with a presence in the West Midlands
- Portfolio reviews with existing clients.
- Working with the business owner to transition clients across.
- Identifying other needs for clients, as well as any referrals possible
- Maintaining up to date and compliant client files in conjunction with the technical team.
- Keeping up to date CPD
- Actively seeking out new client opportunities as required
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