Keeley & Co - Independent Financial Adviser and General Insursance Birmingham

Keeley & Co - Independent Financial Adviser Birmingham

Keeley & Co - Independent Financial Adviser and General Insursance Birmingham
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Vacancies and Job Opportunities

We look for experienced professionals to fill our vacancies as well as offering jobs to graduates and school leavers. We are currently seeking to fill the following:-

  1. Job 1 - Financial Planner/Independent Financial Adviser/Registered Life Planner
  2. Job 2 - Paraplanner Role

 

Financial Planner/Independent Financial Adviser/Registered Life Planner

Due to increasing demand for our services we welcome applications for the posts above. Please contact Mrs Luella Keeley in the first instance with your CV.

We work Monday to Friday, 8.45am to 5.15 pm and advise all clients at our offices, with no home visits.

We are prepared to consider a range of abilities and experience for all posts but in all cases you must possess high levels of integrity, honesty and pursuit of excellence.

We have a great business model based on a very high level of service to a relatively small number of high value clients who pay us annual fees.

We have a great Wealth Management proposition, running our own portfolios producing consistently above market performance for below market risk, reporting to clients every 4 weeks.

We run lifetime wealth modelling for all of our clients so they understand the context of how their investments fit into their overall financial planning strategy on an ongoing basis.

As part of our commitment to a high value advice we offer clients a full life planning review so that the financial modelling is geared to their life fulfilment and in turn the wealth management directly supports the financial modelling.

We have delightful, appreciative clients, for life, whom we get to know well and work with in partnership. We employ excellent paraplanners who love their job and work closely with clients and advisers.

The issue we now face is how to grow our business. The issue is not gaining clients but to have the right resources to service our growth - and to increase our growth.

We need one or maybe several good advisers who can join us and provide the same level of commitment to quality focused customer service.

You will need to:

  1. be well qualified, ideally already a Chartered/Certified Financial Planner or on the way
  2. really care about people, you need to be excited about making a difference to clients' lives
  3. always do a job to the best of your ability with high ethics & principles,
  4. have cashflow modelling capability and life planning skills or at least intend to acquire them
  5. be prepared to assume responsibility over time & have an attitude that 'the buck stops here'
  6. have at least a handful of clients who could benefit from our great client proposition so that you have a core income however small.

Over time, the right person, would have the opportunity to buy into the ownership of our business.

If you are the right person, then joining us will result in more clients than you can personally deal with over time. I am currently holding back from taking on new clients because there is not enough time to do them justice and I will not offer less than a perfect service. If you can emulate what we already do then your future is assured.

Initially, please send your CV to Luella at the email address shown on the Our People page. We are looking forward to hearing from you.

 

Paraplanner Role

We are looking for a paraplanner with some or perhaps substantial experience.
We are looking for a paraplanner who:

  • is well presented, courteous, friendly with a positive mental attitude
  • is honest, respectful, and trustworthy
  • is eager to impress
  • demonstrated high personal expectations and ethical values
  • shows discretion and integrity when dealing with confidential information
  • always tries hard to do a job to the best of your ability

and has the following technical skills/knowledge

Level 4 qualification status or Chartered or at least part way towards Diploma of Financial Planning
Conversant with lifetime cashflow planning
Speaks well, writes articulately is numerate and computer literate

Salary Range

Depending upon technical knowledge and experience. Plus Group Death in Service, Income Protection, Medical Insurance and Pension scheme.

About Keeley & Co

We only work with relatively wealthy clients who have £0.5m to £2.5m in liquid assets.

Firstly, we carry out life planning, helping clients clarify what would be a fulfilling life. Then we build a lifetime wealth model of their financial situation to provide context as to how their wealth can support the life plan. Then we move on to Wealth Management, investing clients' money in our own structured portfolios which are reviewed every 4 weeks, giving consistently above-market performance for below-market risk.

By the way, we don't advertise. All of our clients come by referral from existing highly satisfied clients.

We are currently running a waiting list for new clients as we can't grow our staff overnight as this is a complex job and training takes time.

Why would you want to work for us?

We excel at what we do so we work with delightful and appreciative clients for life. We have excellent efficient and dedicated paraplanners who love their job. We have a great business model with a small number of high value clients paying annual fees in return for a very high level of service. We continually push back the boundaries of good financial planning working at the cutting edge.

It's an exciting place to be.

We are a small enough firm to notice when you work hard and we reward those who go the extra mile.
We have high expectations and will help you to fulfil them.
We expect maximum attention during your working hours but we also expect you to leave work on time so that you can have a life – unlike many employers today for whom unpaid overtime is normal.
We treat staff with respect and expect the same in return.
We pay for exam study and also fund books and exam entries.
We provide death-in-service benefits, income protection insurance and a pension plan.
We have a great reputation as a firm of excellence, built up over 80 years; this is an opportunity to work with a technically excellent, ethical and successful practice in the financial planning sector.
We offer Life Planning to our clients being only one of a handful of financial planning firms in the whole of the UK to do this work.


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regime and is therefore primarily targeted at consumers based in the UK.