Job Description

This Court of Protection Specialist Financial Advisor job is a rare chance for an experienced specialist to step out of the shadows and build their own Court of Protection division within a respected, values driven wealth management firm.
Rather than being just one Adviser in a large machine, you will shape how the proposition is delivered, choose which relationships to deepen and have a genuine say in how the service evolves. You will work on serious injury and medical negligence awards, where the quality of your planning has a lifelong impact for clients and their families.You will focus on clients who have received significant awards following life changing events, working closely with solicitors, professional deputies and families to ensure funds are structured to last a lifetime. This is not a volume role. You will have the time and space to deliver thoughtful, technical planning on significant amounts including multi million pound cases, with the opportunity to become the go to expert and build a team around you as the specialism grows.Typical work will include

Designing and reviewing long term financial plans for large compensation awards
Advising on appropriate investment and income strategies to support lifetime needs
Working alongside legal teams on trust, deputyship and related structures
Attending case meetings with professional connections and families
Helping shape and develop the firm’s specialist Court of Protection proposition
Build, over time, a small specialist team around you as demand grows (if desired)

Court of Protection Specialist Financial Advisor Requirements

Essential - Level 4 Diploma qualified Financial Adviser with strong UK track record
Essential - Current or recent experience in Court of Protection, PI or serious injury work
Essential - Existing relationships and profile with relevant law firms or deputies
Desirable - Chartered or actively working towards Chartered status
Desirable - Regular user of cashflow planning and specialist planning tools

The Company

You will be joining a growing, advice led wealth management firm that is big enough to offer infrastructure and support, yet small enough for experienced Financial Advisers to genuinely shape their own division. The business is investing in modern systems and is committed to long term, ethical client relationships rather than product sales.

Court of Protection Specialist Financial Advisor Benefits

Basic salary upwards of £80,000 with flexibility for leading specialists for higher packages to be considered
Bonus structure aligned to revenue and division growth
Birmingham office base with flexibility around client and solicitor meetings
Paraplanning, administration and marketing support to help you scale
Clear pathway to build and lead a recognised Court of Protection division

Location

Best suited to advisers based within a reasonable commute of Birmingham, with willingness to travel across the region to key professional connections.
If you want to take ownership of a Court of Protection proposition rather than simply service one, apply now for a confidential conversation.
Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

About Premier Jobs UK

Welcome to the company profile for Premier Jobs UK on LinkedIn.

Premier Jobs UK is dedicated to providing the highest standards of quality in recruitment search and selection for the financial services and banking industry.

Our Key Areas include:

Regulated Financial Sales Investment Consultants

Mortgage Advisors Training Personnel

Compliance Officers Sales Management

Banking Administration

Estate Agency Telesales

General Insurance Sales Directors

Our unique face to face and comprehensive approach through our nationwide network of experienced financial services consultants will give candidates an honest and open evaluation of their strengths and weaknesses, identifying suitable company vacancies from the market place to best meet their career aspirations as well as help preparing candidates for job assessment through our unique personal career training and development process.

Premier Jobs UK act as preferred recruiters for many of the major financial services

companies and high street banks across the UK from new trainee to director level.

All information is treated in the strictest confidence.

Industry

Finance & Insurance

Company Size

11-50 employees

Headquarters

Calne, GB

Year Founded

2007

Website

premierjobsuk.com

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