Independent Financial Advisor - Birmingham
Formed over 40 years ago, this organisation has developed itself to provide a full range of financial and employee benefits solutions to its clients, iwith a large portion fee based.
They currently employ around 20 staff in their Birmingham office where they have both Personal financial planning and Employee Benefits divisions. Due to significant growth our client are working alongside ourselves and currently seek an experienced IFA with a strong network within the Midlands region.
Dealing with the firm's HNW clients, you will deliver a full range of specialist advice to them on a fee basis. You will initially be provided with clients and you will have a wide ranging client bank including wealthy retired people, entrepreneurs and company owners / directors.
Candidates will ideally be working towards diploma status and have a strong all round understanding of Financial Planning, looking to join an outstanding regional business.
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