Financial Advisor - Private Wealth Management - Progression
Birmingham (Hybrid)
£50,000 to £60,000 DOE + Commission + Bonus + Private Medical + Pension + Holiday + Benefits
Are you a Financial Advisor, managing their own portfolio wanting to join a growing business where you will be taking over a portfolio of over one hundred clients?
Do you want the opportunity to take over an existing client portfolio, with the potential to grow and develop it as well as the geographical area with the potential to uncapped commission and company bonus?
On offer is the opportunity to join a growing wealth management business that is focused on growth through organic growth as well as yearly acquisitions, that is bringing about change to ensure future growth of the people and the business, where they work as a team, enjoy what they do, provide autonomy, and encourage employees to achieve their goals within a relaxed but hard working environment.
In this role you will provide full financial advisory services to high-net-worth clients, including investments, protection, estate planning and more. You will need to provide quality, tailored financial advice and financial plans aligned to your clients needs. You will need to grow the existing portfolio of clients and bring in new clients to grow your area of the busines...