Financial Advisor

? Inheriting an active, loyal client portfolio makes this Financial Advisor role in Solihull, West Midlands, a rare market opportunity offering £55,000 to £65,000 base with realistic £80,000 OTE. Your purpose Stepping into an established team as an employed Financial Advisor, you will take immediate custodianship of an existing book of 60 households.

Your primary focus is building trusted client relationships, collaborating with established local professional introducers. Your day to day - Conduct comprehensive financial reviews for an inherited portfolio of around 60 client households. - Manage specialist trust planning and ongoing advice in partnership with connected legal practices. - Collaborate with local professional introducers to generate new business opportunities across the region. - Organise client review travel across the Midlands, managing your diary and scheduling independently. - Utilise modern tech infrastructure to progress new business from advice to completion quickly.

Financial Advisor Requirements - Level 4 Diploma in Regulated Financial Planning (essential). - Demonstrable experience providing regulated holistic advice, either independent or restricted (essential). - Professional dedication towards achieving Chartered Financial Planner status (desirable). - Proven track record of managing established client relationships alongside proactive business development (essential). - Ability to manage occasional travel for regional client reviews (essential).

Who you'd be joining You will join a forward-thinking, chartered wealth management practice with an established Midlands hub. The firm champions modern advice delivery, streamlining administrative pro...

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