Job Description
Financial Advisor (Business Development focus) - with Leadership Pathway
Location: Midlands (Hybrid - 3 days office, 2 days home)
Salary: Flexible, depending on experience and leadership readiness
About the Business
We’re partnering with a well-established, family-led independent wealth management firm with an outstanding reputation for supporting successful business owners, senior executives, and retired professionals. The business has ambitious plans to grow its assets under management to over £1bn in the coming years while remaining proudly independent and focused on long-term relationships.
Clients benefit from a highly personal service, with multiple meetings before they come on board — ensuring strong, lasting relationships built on trust.
The culture is warm and forward-thinking, with a clear track record of developing talented people into senior leadership roles.
The Opportunity
This is an excellent opportunity for a Chartered Financial Advisor who wants to take the next step towards senior leadership and, ultimately, board-level involvement.
You’ll focus on driving business development — building new client relationships that align with the firm’s carefully defined criteria — supported by a...