Financial Advisor

A highly regarded independent financial planning firm, operating at the upper end of the market, is seeking an ambitious Independent Financial Adviser to join its Birmingham office.

This role is perfect for an adviser motivated by new business development, networking, and long-term growth.

The firm has grown organically to c.£600m AUM and works with high-value clients, typically advising families with £1.6m+ in assets (minimum £500k). You’ll be supported by a strong in-house team of paraplanners and administrators, allowing you to focus on advice, relationships, and growth.

The Role

• Build a long-term client base through business development and networking
• Develop relationships with professional introducers and centres of influence
• Deliver holistic financial planning to mid-to-high net worth clients
• Work closely with experienced paraplanners and administrators
• Operate within a fully independent advice model
• Hybrid working from the Birmingham office

Candidate Profile

• Qualified Financial Adviser (Level 4 Diploma or equivalent)
• Strong new business mindset with a proactive approach to networking
• Comfortable working with mid-to-high net worth clients
• Ambitious, commercially aware, and relationship-driven
• Keen to grow within a boutique, high-quality advice environment

Why Apply?

• True independence with no consolidator culture
• High-quality client demographic
• Strong back-office and compliance support
• Clear pathway to higher earnings and long-term equity
• Be part of a growing, entrepreneurial advisory firm

If you’re an ambitious, relationship-driven Independent Financial Adviser looking to build something meaningful within a supportive, high-quality environment, we’d love to hear from you.

Apply now to join this growing, entrepreneurial firm in Birmingham.