Independent Financial Adviser

JR United Kingdom; Birmingham; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

A leading wealth management firm in Birmingham is seeking an experienced Financial Planner to deliver high-quality financial advice and build client relationships. This role offers a competitive salary of up to £100,000 and a hybrid working environment. Ideal candidates will have strong technical knowledge and a commitment to compliance.

Benefits

Performance-related incentives

Hybrid working environment

Ongoing CPD and professional development support

Qualifications

• Experience in delivering financial planning advice on a fee-based model.
• Comfortable engaging with high-net-worth individuals.

Responsibilities

• Develop and execute a personal business plan.
• Provide tailored financial planning advice to clients.
• Maintain and grow client relationships through regular reviews.

Skills

Financial Planning

Client Relationship Management

Compliance

Organizational Skills

Education

Diploma (DipPFS or equivalent)

Job description

Social network you want to login/join with:

Independent Financial Adviser, birmingham

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Client:

IDEX Consulting Ltd

Location:

birmingham, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

12.05.2025

Expiry Date:

26.06.2025

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Job Description:

Financial Planner – Birmingham (Up to £100,000)

We are seeking an experienced and client-focused Financial Planner to join a well-established and forward-thinking wealth management business in Birmingham. This role offers a rare opportunity to build on an existing book of clients, work with a dynamic team, and deliver high-quality, holistic financial planning advice.

Role Purpose

The Financial Planner will be responsible for building long-term relationships with new and existing clients, delivering personalised and compliant financial advice, and helping clients achieve their financial goals. The role is central to the firm’s commitment to maintaining high standards of client service and professional excellence.

Key Responsibilities

• Develop and execute a personal business plan in line with agreed performance targets.
• Provide tailored, goals-based financial planning advice to new and existing clients.
• Maintain and grow client relationships through regular reviews and ongoing service.
• Build and manage a pipeline of prospective clients and referrals through professional relationships and networking.
• Collaborate effectively with internal stakeholders including paraplanners and investment managers.
• Conduct regular portfolio reviews to ensure continued suitability of advice and investment strategy.
• Actively contribute to business development through networking, referrals, and events.
• Maintain up-to-date knowledge of regulatory requirements, market trends, and financial products.
• Uphold the firm’s standards and values in all client and professional interactions.

Skills and Experience Required

• Diploma qualified (DipPFS or equivalent) – Chartered status preferred or working towards.
• Demonstrated experience in delivering financial planning advice on a fee-based model.
• Strong technical knowledge across investments, pensions, tax planning, and protection.
• Proven ability to build rapport and retain long-term client relationships.
• Comfortable engaging with high-net-worth individuals and professional connections.
• Excellent organisational skills and the ability to manage multiple client needs simultaneously.
• Strong commitment to compliance and professional development.

What’s on Offer

• Basic salary of up to £100,000, plus performance-related incentives.
• Hybrid working environment with access to modern Birmingham offices.
• A well-supported proposition including paraplanning, administration, and marketing.
• Access to an established client base and high-quality leads.
• Ongoing CPD, career progression pathways, and professional development support.

If you're a Financial Planner looking for your next move with a respected and growing firm, we’d love to hear from you.