Senior Chartered Adviser

An excellent opportunity to work within one of our established Quilter firms has just been made available. This opportunity offers a fantastic package with a competitive salary ranging from £80,000 to £100,000 for the right Adviser in the West Midlands.

Extensive experience in holistic financial advice is required with very good knowledge in estate and IHT planning.

If you are interested in finding out more, please contact me on 07904 079377.

About Us:

We are a Chartered Financial Planning firm dedicated to providing expert, holistic financial advice. We are seeking a high-calibre, Senior Chartered Financial Adviser to join our team, working closely with our clients and contributing to our ongoing success.

Role Overview:

As a Senior Chartered Financial Adviser, you will manage an existing client bank of high net worth individuals with approximately £80M in funds under management. You will provide full holistic financial advice, including inheritance tax (IHT) planning, while delivering a professional, engaging, and valuable ongoing service.

You will be supported by a dedicated team of administrators and paraplanners to ensure your focus remains on client engagement and quality advice.

Key Responsibilities:

• Provide full holistic financial advice to high net worth clients, including IHT planning.
• Manage and service an existing portfolio of clients, ensuring ongoing client satisfaction and retention.
• Deliver high-quality, professional, and tailored financial planning solutions.
• Collaborate with a support team (administration and paraplanning) to maintain efficient operations and deliver exceptional client service.
• Work with the firm’s internal teams to drive business progress and contribute to a culture of excellence.
• Generate new business opportunities through client referrals and strategic networking.

Key Requirements:

• Senior Chartered Financial Adviser status (or working towards it).
• Extensive experience in holistic financial advice, including estate and IHT planning.
• Strong communication and listening skills, with the ability to engage effectively with clients and internal teams.
• Exceptional attention to detail, ensuring accuracy and quality in all client interactions.
• A strong work ethic, efficiency, and pride in the work produced.
• Ability to work collaboratively within a team and drive continuous progress across the business.

Benefits:

• Competitive salary ranging from £80,000 - £100,000, dependent on experience and qualifications.
• Performance-based award scheme, tied to new business generated through client referrals.
• Full administration and paraplanning support.
• Pension and death in service benefits.
• 25 days holiday (+ Bank Holidays) per annum.
• Flexible working arrangements, where appropriate, in terms of hours and location.

Application:

If you are a dedicated and experienced Chartered Financial Adviser looking for an opportunity to work with a leading financial planning firm and manage a prestigious client base, we invite you to apply. You will join a firm who focus on delivering high-quality financial solutions and making a meaningful difference to our clients' financial futures.