Financial Advisor / Wealth Planner

ZipRecruiter; Birmingham (AL); On-site; USD 35,000 - 55,000; Full time

Job summary

A leading financial planning firm seeks a Wealth Planner/Financial Advisor to join their team in the Birmingham area. This role entails building strong client relationships, delivering comprehensive financial plans, and ensuring compliance in a supportive environment. With no cold calling required, you will benefit from a warm client base and industry-leading technology.

Benefits

Comprehensive admin support from day one

First-class CRM and AI-powered paraplanning tools

No cold calling; client leads provided

Qualifications

• CAS status is essential.
• Experience advising on pensions, investments, and protection.
• Strong compliance understanding and focus on client outcomes.

Responsibilities

• Building client relationships through high-quality advice and annual reviews.
• Delivering tailored financial plans covering investments, pensions, and protection.
• Generating new business via internal referrals.

Skills

Client Relationship Management

Advisory Skills

Compliance Understanding

Education

Diploma Level 4

Progressing towards Level 6

Job description

Job Description

Wealth Planner / Financial Advisor wanted. Located in Bristol, Oxford, Birmingham, Ipswich or Southampton. Salary between £35,000 - £55,000 basic (depending on experience) + £35,000 OTE (uncapped) + benefits.

Are you a confident and motivated Wealth Planner with CAS status, ready to advance your career? Do you excel in an advice-led environment with quality clients, cutting-edge technology, and comprehensive admin support from day one? We are collaborating with a dynamic and expanding financial planning firm committed to closing the Advice Gap and transforming perceptions of financial advice. If you're eager to make a difference and seek a meaningful opportunity, this could be the perfect role for you.

What Makes This Role Different?

• No cold calling or chasing; all client leads come from a partnered estate planning law firm, ensuring warm, qualified appointments and a full diary.
• Existing client base with assets under management and protection policies requiring regular reviews.
• AI-powered paraplanning tools for faster, accurate reports, allowing more time for client relationships and conversions.
• Industry-leading CRM with two-way APIs, client portal, and ATR tools.
• First-class admin support for appointment booking and application submissions.

What You’ll Be Doing

• Building lasting client relationships through high-quality advice and annual reviews.
• Delivering comprehensive fact finds and tailored financial plans covering investments, pensions, and protection.
• Generating new business via internal referrals and excellent client service.
• Providing clear, jargon-free advice aligned with clients’ goals and legacies.
• Participating in intergenerational advice, helping families plan for the future.

What We’re Looking For

• CAS status (essential).
• Diploma Level 4 qualified minimum, ideally progressing towards Level 6.
• Experience advising on pensions, investments, and protection.
• Statement of Professional Standing.
• Strong compliance understanding and focus on client outcomes.
• Team player thriving in a high-support, high-challenge environment.
• Willingness to travel locally to meet clients.

Ready to build a meaningful career? Apply today. All applications will be handled confidentially.

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