I’m proud to be working with a client focussed financial advice firm who are enjoying organic growth through attracting High Net Worth Clients to their organisation. This is a team that pride themselves on their open and honest approach to business and indeed the advise process. A relatively young company that has seen phenomenal growth since their inception.
They understand that as an IFA you want to feel assured that the firm they you are joining are doing all they can to remain agile in an ever changing industry. This is an organisation that has been built around providing exceptional levels of customer service so that you will feel confident your clients are being looked after with the utmost care and professionalism.
Very much a forward thinking team who have put in place the very best of what the industry as to offer all under their own banner. Whether that is embracing robo-advice, utilising digital marketing to attract clients and introducers and spreading brand awareness, building high performing in house DFMs or investing in traditional networking events.
It is exciting for me to be working with a firm that embrace all of the above. This is a company that I know well having successfully placed several candidates on both the advice and support staff side. In a short space of time they have seen impressive growth attracting over 120 million from HNW Clients and putting into place an exceptional back office support team that take care of Paraplanning, Administration, Investment Analysis Business Development and client relationship management.
The key for me is that they are genuinely building it around their advisers. They have partnered with a digital marketing company that have already pushed their brand to the top of google, published their own magazine, heading up exceptional networking events and fine tuning their client branding that helps them win new clients and generates exceptional leads each week.
Here’s an overview of what’s on offer:
I am looking to speak to advisers who;
- X2 Financial Advice Roles in the West Midlands based out of their newly built and custom designed Birmingham office
- Young dynamic company that are growing, with equity stake on offer for the right person
- Modern offices, across multiple sites in the UK and state of the art Cloud based homework setup
- Exceptional Digital and traditional marketing
- Strong lead generation through digital marketing and networking events
- Full support from their Administrators, Paraplanners, client relationship managers and investment analysts
- A selection of Ethically based portfolios as part of their offering
- Investment committee in place, that you will be a part of
- In house Robo advice proposition, DFM, and exceptional investment portfolio creation
- Realistic earnings of £120,000+ with huge long-term potential.
- Have strong relationships with their clients, and are confident in attracting 3-4 million AUM each year.
- Want to align themselves with a company that cares about being the best in the digital age, without losing the benefits of traditional face to face advice
- Are competent in front of HNW clients.
- Who believe in the importance of strong internal and external relationships with people they can trust
If you are interest in discussing this role in more detail please send me an email to [email protected]
or call 0117 9450450
Quote ref: 11737
This position is now filled. If you are looking for a position like this,
then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.