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Wealth Adviser

Key Job Features

Job Type: Permanent
Reference: TS/3825B
Location: Birmingham
Salary: To £70k
Salary (OTE): To £215k
Other: + benefits + bonus


Our client is a leading Financial Planning Practice based in Birmingham which has just been acquired by one of the UK’s leading Wealth Management Business who has a fully vertically integrated Financial Service offering.

It is seeking a Senior Financial Planner to take offer an existing High Net Worth client bank from a retiring adviser and join its team. The client bank on offer is highly valued and requires an exceptional Adviser to nurture and grow, providing first class holistic planning. There is no requirement to bring clients at outset and existing covenants will be honoured.

To take advantage of this opportunity you need to be working for a UK Wealth Management or similar with a proven track record of growing an existing client and writing new business. The successful candidate will currently be writing c. £500,000 fees per annum and earning six figures on a consistent basis. This is a role that the package can be designed to attract the best.

If you wish to be considered for this role, please send your cv to quoting job reference TS/3825B or call Paul Harper or Sarah-Louise Parker for an initial discussion on 0117 9200060.

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