At a Glance
- Tasks: Provide tailored investment advice to affluent clients and build lasting relationships.
- Company: Join a leading UK wealth management firm with a strong reputation.
- Benefits: Competitive salary, hybrid working, generous leave, and ongoing professional development.
- Other info: Dynamic environment with excellent career progression opportunities.
- Why this job: Make a real impact on clients' financial futures while growing your career.
- Qualifications: Level 4 Diploma in Financial Planning and experience in investment advice.
The predicted salary is between 47000 - 80000 £ per year.
- Financial Advisor / Wealth Manager Birmingham
- Hybrid
- Working
Salary: £47,000 - £80,000 + Excellent Benefits About the Opportunity We're partnering with a leading UK wealth management and banking organisation to recruit an Financial Advisor / Wealth Manager to join its Birmingham office.
This is an excellent opportunity for an experienced investment professional to work with affluent and High Net Worth clients, delivering tailored investment advice and helping individuals achieve their long-term financial goals.
You'll benefit from a strong internal referral network, an established client proposition, and the support of a highly respected financial services business.
The Role Provide regulated investment advice to affluent and High Net Worth clients.
Build and maintain long-term client relationships through exceptional service.
Identify and develop new business opportunities through internal referrals and client introductions.
Understand clients' financial objectives and recommend suitable investment solutions.
Keep up to date with financial markets and investment products to deliver informed advice.
Ensure all client interactions and recommendations remain fully compliant with FCA regulations.
About You We're looking for professionals who have: A minimum Level 4 Diploma in Financial Planning (or equivalent).
Experience providing regulated investment advice.
Strong knowledge of investment markets and financial planning solutions.
Excellent relationship management and communication skills.
A client-first approach with the ability to build lasting relationships.
A proactive mindset and passion for delivering outstanding client outcomes.
What's on Offer Competitive salary (£47,000–£80,000 depending on experience) Hybrid working Generous pension contribution Private healthcare options Life assurance and income protection 27+ days annual leave plus bank holidays Flexible benefits package Ongoing professional development and clear career progression The opportunity to join a well-established and highly respected wealth management business.
About Bayford Hale At Bayford Hale, we are a specialist search and recruitment firm partnering with wealth management, private banking, asset management, family office and financial planning businesses across the UK, Europe and the Middle East.
We connect exceptional professionals with market-leading organisations through a discreet, relationship-driven approach, delivering long-term recruitment solutions built on trust and industry expertise.
Financial Advisor / Wealth Manager employer: Bayford Hale
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