Jordan Financial Management Ltd

03/06/2026

Exciting Opportunity: Financial Planning Administrator in Sutton Coldfield! 💙

Are you looking to grow your career in financial services?

Our family firm of Independent Financial Advisers in the heart of Sutton Coldfield continues to expand, and we're looking for a dedicated Financial Planning Administrator to join our team!

Why join us?

👉 Be a key player: You'll provide essential technical support to our advisers, helping with case preparation, processing, and managing client queries.
👉 Make an impact: Your role directly contributes to increasing adviser productivity and maintaining compliance, supporting the profitable growth of the company.
👉 Variety of work: From preparing illustrations and applications to managing client files and handling incoming calls, no two days will be the same.
👉 Learn and grow: You'll become familiar with portfolios to effectively handle daily client queries and ensure all compliance procedures are adhered to.
👉 Team environment: Work closely with advisers, contributing to case progression and ensuring timely query resolution.

Central Sutton Coldfield location: Enjoy working in the heart of the community.

What you'll do:

👉 Perform administrative tasks, including suitability reports and new business processing.
👉 Prepare pre-meeting paperwork, including client valuations.
👉 Help ensure business settles smoothly by keeping files accurate and complete.
👉 Assist with general reception duties, including answering calls and greeting visitors.

If you're organised, detail-oriented, and ready to contribute to a thriving local business, we want to hear from you!

Apply today and become a vital part of our growing team!

Email you CV and cover letter to [email protected]

Best of luck! 🤞

02/06/2026

Are you financially prepared for a longer life?

With more people living well into their 90s, and beyond, traditional retirement planning is being redefined.

A longer life can bring more opportunities, but it also requires a more thoughtful, flexible financial strategy.

Our new free guide: How to Plan for a 100-Year Life, explores how to approach longevity with confidence; from sustaining income over the long term to adapting your plans as your life evolves.

Taking time to plan today can help protect your future independence, lifestyle and legacy.

🔗 Download your copy here:
https://jordanfm.co.uk/guide-how-to-plan-for-a-100-year-life/

📞 If you’d like personalised guidance, we’re here to help. Contact us to arrange your free initial consultation.

Guide: How to plan for a 100-year life - Jordan Financial Management - Financial Adviser Sutton Coldfield

31/05/2026

Are you financially prepared for a longer life?

With more people living well into their 90s, and beyond, traditional retirement planning is being redefined.

A longer life can bring more opportunities, but it also requires a more thoughtful, flexible financial strategy.

Our new free guide: How to Plan for a 100-Year Life explores how to approach longevity with confidence; from sustaining income over the long term to adapting your plans as your life evolves.

Taking time to plan today can help protect your future independence, lifestyle and legacy.

🔗 Download your copy here:
https://jordanfm.co.uk/guide-how-to-plan-for-a-100-year-life/

📞 If you’d like personalised guidance, we’re here to help. Contact us to arrange your free initial consultation.

Guide: How to plan for a 100-year life - Jordan Financial Management - Financial Adviser Sutton Coldfield

29/05/2026

🌟 Feedback Friday 🌟

As we come to the end of another week, we’re pleased to share more kind feedback from our clients.

This week’s comments highlight the value of well‑structured meetings, clear and professional explanations, and advice that is firmly grounded in both expertise and current legislation.

We’re particularly proud to hear how much clients appreciate an approach that keeps their long‑term goals in focus, while also providing reassurance and clarity whenever questions arise. Building that level of trust and understanding is at the heart of everything we do.

Thank you to everyone who continues to share their experiences with us; it’s always appreciated.

If you’d like to speak with one of our advisers, we’re always happy to help.

📞 0121 321 3055
📧 [email protected]

Wishing you a lovely weekend ahead. 💙

27/05/2026

New Blog: How Your Estate Value Could Impact Inheritance Tax 💼

Inheritance Tax is affecting more families than ever, and one key rule could catch you out if your estate is growing.

In our latest blog, we explain how estates worth over £2 million can begin to lose a valuable allowance, potentially increasing the amount of tax your loved ones may have to pay.

With thresholds frozen and asset values rising, more people could be affected than they realise.

Understanding how these rules work is an important step in protecting your wealth for future generations.

👉 Read the full blog here:
https://jordanfm.co.uk/how-the-value-of-your-estate-affects-a-key-inheritance-tax-allowance/

💬 Want to explore your options? Get in touch to book a consultation with our team

We are Sutton Coldfield’s longest established Independent Financial Advisers. Jordan Financial Management - Financial Adviser Sutton Coldfield.

26/05/2026

Don't miss this!
Rotary Cars in the Park is back in Lichfield on 4th and 5th July 2026.

It's set to be a fantastic weekend filled with great entertainment and amazing cars, all while making a difference for a good cause.

Thank you to our Gold Sponsor, , and our Silver Sponsor, , for supporting us again this year.

also play an important part in helping us to deliver this event, so thank you to Ian and all the team at SBT.

We are excited for this year's event and look forward to seeing you there.

To find out more about Rotary Cars in the Park, click the link below:
👉 http://www.carsinthepark.com/

22/05/2026

🌟 Feedback Friday 🌟

As we head towards another Bank Holiday weekend, we’re delighted to share more positive feedback from our clients.

This week’s comments highlight the value of taking time to review financial plans thoroughly, answer questions clearly, and ensure advice is both practical and tailored to individual circumstances.

We’re pleased to hear how much our clients appreciate ongoing reviews and the opportunity to reflect on their financial position with confidence and clarity.

These regular conversations are at the heart of helping people stay on track and plan effectively for the future.

Thank you to everyone who continues to place their trust in us; it’s something we truly value.

If you’d like to speak with one of our advisers, we’re always happy to help.

📞 0121 321 3055
📧 [email protected]

Wishing you a well‑earned and enjoyable Bank Holiday weekend. ☀️

18/05/2026

New Blog: Wealth vs Strategy — Why a Financial Plan Is Essential

Having wealth is one thing. Knowing how to use it effectively is another.

In our latest blog, we explore the difference between simply accumulating wealth and having a clear financial strategy to guide your decisions. Without a plan, even significant wealth can lack direction, but with the right strategy, your money can work harder to support your goals, lifestyle, and future.

If you want clarity, confidence, and control over your finances, this blog is a great place to start.

👉 Read the full article here:
https://jordanfm.co.uk/wealth-v-strategy-why-a-financial.../

💬 Thinking about your own financial strategy? Get in touch to book a consultation with our team.

📞 0121 321 3055
📧 [email protected]

Discover why a financial plan is essential for building long-term wealth, managing tax efficiently, and making confident financial decisions.

15/05/2026

🌟 Feedback Friday 🌟

Another Friday, and yet more valued feedback we’re delighted to share.

We’re so pleased to hear that our advisers continue to offer clear, friendly and reassuring guidance that helps clients feel confident about their financial position.

With 113 five‑star Google reviews, we’re proud that so many clients trust us to look after what matters most to them, and we never take that trust for granted.

If you’re looking for approachable, professional financial advice, our team is always happy to have a chat.

📞 0121 321 3055
📧 [email protected]

Have a wonderful weekend 💙