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For Companies At a Glance
- Tasks: Build client relationships and provide tailored financial advice.
- Company: Join a forward-thinking wealth management firm in Birmingham.
- Benefits: Enjoy flexible working, a competitive salary, and career progression.
- Why this job: Make a real impact while working with a dynamic team and established clients.
- Qualifications: Diploma qualified; experience in financial planning and strong technical knowledge required.
- Other info: Access to modern offices and ongoing professional development opportunities.
The predicted salary is between 60000 - 84000 £ per year.
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.
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser
✨Tip Number 1
Network actively within the financial services community in Birmingham. Attend local events, seminars, and workshops to meet potential clients and industry peers who can refer you to opportunities.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in financial planning. Share insights, articles, and engage with others in the industry to build your professional presence.
✨Tip Number 3
Consider joining local financial planning associations or groups. This can provide you with valuable resources, networking opportunities, and a chance to connect with other professionals who may have leads on job openings.
✨Tip Number 4
Stay updated on the latest market trends and regulatory changes in financial planning. Being knowledgeable will not only help you in interviews but also demonstrate your commitment to professional excellence.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, especially your ability to build long-term client relationships and deliver personalised advice. Use specific examples that demonstrate your success in these areas.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your qualifications align with their needs, particularly your diploma status and experience with high-net-worth clients.
Showcase Your Technical Knowledge: Emphasise your strong technical knowledge across investments, pensions, tax planning, and protection in your application. This will show that you are well-equipped to provide the high-quality advice they seek.
Highlight Your Commitment to Compliance: Since compliance is crucial in this role, make sure to mention your commitment to maintaining high standards and staying updated on regulatory requirements. This will demonstrate your professionalism and dedication to the field.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Client Relationship Skills
As an Independent Financial Adviser, your ability to build and maintain client relationships is crucial. Prepare examples of how you've successfully managed client interactions in the past, focusing on long-term relationships and personalised service.
✨Demonstrate Technical Knowledge
Be ready to discuss your expertise in investments, pensions, tax planning, and protection. Brush up on current market trends and regulatory requirements, as this will show your commitment to staying informed and compliant.
✨Prepare a Personal Business Plan
Since the role involves developing a personal business plan, think about how you would approach this. Be prepared to discuss your strategies for achieving performance targets and growing your client base.
✨Engage with High-Net-Worth Individuals
Given the nature of the clientele, practice how you would engage with high-net-worth individuals. Highlight your experience in dealing with such clients and your understanding of their unique financial needs and goals.
