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For Companies At a Glance
- Tasks: Build client relationships and deliver tailored financial advice.
- Company: Join a forward-thinking wealth management firm in Birmingham.
- Benefits: Enjoy a salary up to £100,000, hybrid working, and career progression.
- Why this job: Be part of a dynamic team focused on high-quality client service and professional excellence.
- Qualifications: Diploma qualified with experience in fee-based financial planning.
- Other info: Access an established client base and ongoing professional development.
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.
Independent Financial Adviser - Financial Planning employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser - Financial Planning
✨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. Building relationships can lead to referrals and opportunities that align with your expertise.
✨Tip Number 2
Stay updated on the latest market trends and regulatory changes in financial planning. This knowledge will not only enhance your credibility but also enable you to provide informed advice to clients, making you a more attractive candidate for the role.
✨Tip Number 3
Consider joining professional associations or groups related to financial planning. These platforms can offer valuable resources, networking opportunities, and insights into best practices, which can help you stand out during the hiring process.
✨Tip Number 4
Prepare to discuss your approach to client relationship management in detail. Be ready to share examples of how you've successfully built and maintained long-term relationships, as this is crucial for the role and will demonstrate your fit for the company culture.
We think you need these skills to ace Independent Financial Adviser - Financial Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly your ability to build client relationships and deliver personalised advice. Use specific examples that demonstrate your success in similar roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the firm's values. Mention how your skills align with their requirements and express your enthusiasm for contributing to their team.
Highlight Relevant Qualifications: Clearly state your qualifications, such as your Diploma (DipPFS or equivalent) and any progress towards Chartered status. Emphasise your technical knowledge in investments, pensions, and tax planning to stand out.
Showcase Client Relationship Skills: In your application, provide examples of how you've successfully built and maintained long-term client relationships. This is crucial for the role, so make sure to illustrate your approach and results.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and market trends. Brush up on your knowledge of investments, pensions, and tax planning to demonstrate your expertise during the interview.
✨Showcase Client Relationships
Be prepared to discuss your experience in building and maintaining long-term client relationships. Share specific examples of how you've successfully engaged with clients and helped them achieve their financial goals.
✨Demonstrate Compliance Knowledge
Since compliance is key in this role, make sure you can articulate your understanding of regulatory requirements and how you ensure adherence in your financial planning practice.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to provide tailored advice. Think about past experiences where you had to adapt your strategy to meet a client's unique needs.
