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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 established clients and ongoing professional development support.
The predicted salary is between 72000 - 120000 £ 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 (Birmingham) 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 (Birmingham)
✨Tip Number 1
Network actively within the Birmingham financial community. Attend local finance-related events, seminars, and workshops to meet potential clients and industry peers. Building relationships in person can significantly enhance your chances of landing this role.
✨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 establish yourself as a knowledgeable professional. This can help you attract attention from recruiters and potential clients.
✨Tip Number 3
Consider reaching out to current or former employees of the firm to gain insights into their culture and expectations. This can provide you with valuable information that can help you tailor your approach and demonstrate your fit for the team during interviews.
✨Tip Number 4
Stay updated on the latest trends and regulatory changes in the financial sector. Being well-informed will not only boost your confidence but also allow you to engage in meaningful conversations with potential clients and colleagues, showcasing your commitment to professional excellence.
We think you need these skills to ace Independent Financial Adviser (Birmingham)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly any work with high-net-worth individuals. Emphasise your qualifications, such as your Diploma (DipPFS) and any progress towards Chartered status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your client-focused approach and ability to build long-term relationships. Mention specific examples of how you've successfully delivered personalised financial advice in the past.
Highlight Compliance Knowledge: Since compliance is crucial in this role, ensure you mention your understanding of regulatory requirements and your commitment to maintaining high standards in all client interactions.
Showcase Business Development Skills: Discuss your experience in networking and building a pipeline of prospective clients. Highlight any successful strategies you've used to grow client relationships and generate referrals.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Numbers
Be prepared to discuss your previous financial planning successes in detail. Bring along examples of how you've helped clients achieve their financial goals, including specific figures and outcomes.
✨Understand the Firm's Values
Research the wealth management business thoroughly. Understand their mission, values, and client service standards, and be ready to explain how your personal values align with theirs during the interview.
✨Showcase Your Networking Skills
Since building a pipeline of prospective clients is crucial, be ready to discuss your networking strategies. Share examples of how you've successfully built professional relationships that led to client referrals.
✨Stay Updated on Market Trends
Demonstrate your knowledge of current market trends and regulatory requirements in the financial sector. This shows your commitment to ongoing professional development and ensures you can provide compliant advice.
