Job Information

Our Clients, based in Sutton Coldfield are recruiting for an Employed Financial Advisor who has experience of working with HNW clients to take 50-100 clients from an existing Portfolio. These clients are worth currently £20m FUM and each client has an Investment of approx £250K.

You should be able to demonstrate you can give excellent Financial Advice and a proven track record.

There will be the opportunity to grow this client bank if the individual wishes to do so.

They ask you have a minimum of level 4 and happy to work towards Chartered.

This is a great opportunity for either an IFA or an individual from a Banking back ground who is looking for longevity and potential Partner prospects.

Required skills

Look after existing Client of approx £20m FUM