Recruit UK is working with a UK financial advisory business who are devoted to helping individuals with their financial planning needs.
They are looking to take on two new financial advisers to join their new Birmingham office. They are running an incredibly successful model which has seen them grow their AUM from £35m when they opened in January 2016 to circa £100m today. They receive direct enquires via the internet and have a significant introduction network in Birmingham, holding regular seminars and networking events with circa up to 100 business individuals attending each month, with the majority of these being director level at large companies or owners of their own businesses.
Their team of independent financial advisers and dedicated client managers provide client focussed advice in all aspects of financial planning. Aided by in-house investment analysis and portfolio construction we provide tailored solutions and ongoing investment management to assist their clients in achieving their financial objectives. They pride themselves on service and aim to be recognised as one of the very best advisory businesses in the industry.
Their advisers provide the face-to-face client advice and represent the company in the personal relationship with their client. The successful candidate will ideally have a number of years’ experience as an IFA. They will be eager to continue to increase their client numbers and expected to introduce in the region of £10m per year into the companies AUM. Providing a professional and outstanding service to new and existing clients will be paramount to the successful candidate.
For more information on this role, please contact Russell Davies at Recruit UK on 01179-170418, quote reference 11737