Court of Protection Specialist Financial Advisor

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.

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