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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 support.
The predicted salary is between 43200 - 72000 £ 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.
Financial Adviser, IFA employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser, IFA
✨Tip Number 1
Network actively within the financial services community in Birmingham. Attend local industry events, seminars, and workshops to meet potential clients and other professionals who can refer clients to you.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in financial planning. Share insights, articles, and success stories that highlight your knowledge and experience, making you more visible to potential clients.
✨Tip Number 3
Consider joining local business groups or chambers of commerce. These organisations often provide networking opportunities that can help you connect with high-net-worth individuals and build valuable professional relationships.
✨Tip Number 4
Stay updated on market trends and regulatory changes by subscribing to relevant financial news outlets and attending training sessions. This will not only enhance your knowledge but also demonstrate your commitment to professional development during interviews.
We think you need these skills to ace Financial Adviser, IFA
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, tax planning, and protection.
Showcase Client Relationship Skills: In your application, provide examples of how you've successfully built and maintained long-term client relationships. Highlight your experience with high-net-worth individuals and your commitment to compliance and professional development.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Numbers
As a Financial Adviser, you should be well-versed in financial metrics and products. 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 how you've built and maintained long-term relationships with clients. Share specific examples that highlight your ability to understand client needs and deliver tailored advice.
✨Demonstrate Compliance Knowledge
Since compliance is crucial in this role, make sure you can articulate your understanding of regulatory requirements and how you ensure adherence in your practice. This will show your commitment to professional excellence.
✨Prepare for Scenario Questions
Expect scenario-based questions where you may need to outline how you would handle specific client situations. Practising these scenarios can help you convey your problem-solving skills and client-focused approach effectively.
