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- Tasks: Provide tailored financial advice to high-net-worth clients and build long-term relationships.
- Company: Join a prestigious, employee-owned Independent Financial Planning firm focused on quality service.
- Benefits: Enjoy hybrid working options, mentorship, and a supportive team environment.
- Why this job: This role prioritises client outcomes over sales targets, fostering meaningful connections and professional growth.
- Qualifications: Seeking motivated advisers who value quality relationships and have a passion for financial planning.
- Other info: Opportunity to work with clients averaging over £1 million in assets under management.
The predicted salary is between 48000 - 72000 £ per year.
Job Description
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
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial adviser
✨Tip Number 1
Network strategically within the financial services industry. Attend events, seminars, and workshops where high-net-worth individuals and other financial professionals gather. Building relationships in these settings can lead to valuable referrals and insights into the firm’s culture.
✨Tip Number 2
Research the firm thoroughly before your interview. Understand their values, client base, and approach to wealth management. This knowledge will help you tailor your conversation to demonstrate how your skills and philosophy align with theirs.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth clients in detail. Be ready to share specific examples of how you've built long-term relationships and provided tailored financial advice, as this is crucial for the role.
✨Tip Number 4
Showcase your commitment to professional development. Highlight any relevant certifications, courses, or mentorship experiences that demonstrate your dedication to becoming an industry-leading expert, which aligns with the firm's focus on quality over quantity.
We think you need these skills to ace Financial adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, particularly with high-net-worth clients. Emphasise your skills in strategic financial planning and relationship management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for quality over quantity in financial advising. Mention specific experiences where you successfully built long-term client relationships and how you align with the firm's values.
Highlight Relevant Qualifications: Include any certifications or qualifications that are pertinent to the role of a Financial Adviser. This could include CFP, CFA, or other relevant financial planning credentials that demonstrate your expertise.
Showcase Your Client-Centric Approach: In your application, provide examples of how you have prioritised client needs in your previous roles. Discuss your approach to developing tailored financial strategies and maintaining strong client relationships.
How to prepare for a job interview at Ortus Psr
✨Understand the Firm's Values
Before the interview, take some time to research the firm's values and mission. They prioritise quality over volume and focus on long-term relationships with clients. Demonstrating your alignment with these values will show that you're a good fit for their culture.
✨Prepare for Client Scenarios
Be ready to discuss how you would approach financial planning for high-net-worth clients. Prepare specific examples of strategies you've used in the past or hypothetical scenarios that showcase your ability to provide tailored advice.
✨Highlight Your Relationship-Building Skills
Since this role emphasises building deep client relationships, be prepared to share experiences where you've successfully developed and maintained long-term client connections. This will demonstrate your suitability for a relationship-driven advisory role.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's mentorship programme and career growth opportunities. This shows your eagerness to learn and develop, which aligns with the firm's commitment to professional development.
