Senior Financial Adviser

Permanent

Bruin

Senior Financial Adviser
Birmingham, United Kingdom
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Ref: 37842
Due to recent growth and acquisitions, a Boutique firm of Financial Planners are seeking an experienced Independent Financial Adviser to join the team.

Key Responsibilities will include:

  • Conduct comprehensive financial analysis for clients
  • Develop personalized financial plans that align with clients’ objectives
  • Provide recommendations on investment strategies, asset allocation, and portfolio diversification based on clients’ risk profiles and financial goals.
  • Monitor and review clients’ portfolios on a regular basis, making adjustments as needed to ensure optimal performance and risk management.
  • Collaborate with other financial professionals, to develop integrated financial solutions for clients.
  • Educate and guide clients on various financial topics, including retirement planning, tax optimization, insurance coverage, and estate planning.
  • Build and maintain strong relationships with clients, ensuring high levels of client satisfaction and retention.
  • Generate new business opportunities through networking, referrals, and proactive marketing initiatives.

The successful candidate must have the Diploma in Regulated Financial Planning and ideally be Chartered or working towards.

You will be able to operate with professional integrity, focusing on providing robust and cost effective solutions based on client requirements as well as having a successful track record of building and sustaining relationships with client and third party potential introducers. Strong verbal and written communication skills are required, with the ability to communicate complex investment and financial planning issues to clients.

You will also have experience in networking and attracting new Clients through business development and effective business planning to grow a client bank and building relationships.

If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
 

 

Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons – men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.

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