Financial adviser

Ortus PSR Ltd.; Metropolitan Borough of Solihull; Hybrid; GBP 65,000 - 85,000; Full time

Job summary

A leading financial advisory firm in Birmingham seeks an experienced Financial Planner to manage an established high-net-worth client book. This strategic position requires a Level 4 Diploma in Regulated Financial Planning and strong technical knowledge in pensions, investments, and tax-efficient solutions. You will provide ongoing financial planning and develop new business through warm referrals and networking. This role offers a competitive salary plus benefits and hybrid working options.

Benefits

Competitive salary

Bonus

Full benefits package

Hybrid working

Qualifications

• Must hold a Level 4 Diploma in Regulated Financial Planning.
• Experience with high-net-worth clients is essential.
• Strong technical grounding in pensions, investments, IHT, and trusts.

Responsibilities

• Manage an established HNW client book with ongoing financial planning.
• Deliver advice on pensions, investments, IHT planning, and tax scenarios.
• Develop new business through referrals and professional networking.

Skills

Interpersonal skills

Communication skills

Relationship building

Technical knowledge in pensions

Technical knowledge in investment strategies

Knowledge in tax-efficient solutions

Education

Level 4 Diploma in Regulated Financial Planning

Chartered status (or working towards)

Job description

Overview

Financial Planner – HNW Clients | Existing Book | Birmingham-Based IFA Firm

We are working in partnership with a well-established, high-net-worth (HNW) focused Independent Financial Advisory firm in Birmingham. This highly reputable firm has built its success on delivering exceptional advice to a loyal and growing client base of business owners, professionals, and multi-generational families.

Competitive basic salary (£65,000 – £85,000 DOE) + bonus + full benefits package & hybrid working

With one of the senior Directors preparing to step back from active client work, this opportunity presents a rare chance for a skilled Financial Planner to inherit a high-quality, service-driven client book — while also developing new business through warm referrals and trusted introducers.

This is not a cold-start position. It’s a strategic appointment for a confident, Chartered (or working towards) adviser with a strong technical grounding in pensions, investments, estate planning and tax-efficient solutions.

Responsibilities

• Take over an established HNW client book, providing ongoing holistic financial planning
• Deliver high-quality advice across pensions, investments, IHT planning, and complex tax scenarios
• Maintain and deepen relationships with existing clients to ensure continuity and trust
• Develop new business opportunities via referrals, professional connections, and networking
• Collaborate with paraplanners and admin teams to ensure a seamless client experience
• Maintain compliance with FCA regulations and internal standards

Requirements

• Level 4 Diploma in Regulated Financial Planning (essential)
• Chartered or working towards Chartered status (preferred)
• Proven experience advising HNW clients with complex financial planning needs
• Strong technical knowledge of pensions, IHT, investment strategies and trusts
• Ability to build long-term relationships and generate new opportunities through referrals
• Excellent interpersonal and communication skills
• Comfortable working in a professional, client-centric IFA environment