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For Companies At a Glance
- Tasks: Build long-term client relationships and deliver personalised financial advice.
- Company: Join a forward-thinking wealth management business 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; chartered status preferred.
- Other info: Access an established client base and receive ongoing professional development support.
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 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
✨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. This knowledge will not only enhance your credibility but also allow 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 that can help you stand out in your application.
✨Tip Number 4
Demonstrate your commitment to client service excellence by sharing success stories from your previous roles. Highlight how you've built long-term relationships and helped clients achieve their financial goals, as this aligns perfectly with what we value at StudySmarter.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, especially your ability to build long-term client relationships and deliver personalised advice. Use specific examples that demonstrate your success in these areas.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention how your skills align with the company's values and how you can contribute to their commitment to high standards of client service.
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, as these are crucial for the role.
Showcase Your Networking Skills: In your application, mention your experience in building a pipeline of prospective clients through networking and referrals. This is key for the role, so provide examples of how you've successfully engaged with high-net-worth individuals and professional connections.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Numbers
Be prepared to discuss your past performance metrics and how you've achieved your targets. This role is all about building client relationships and delivering results, so having concrete examples of your success will impress the interviewers.
✨Demonstrate Client-Centric Thinking
Showcase your ability to build long-term relationships with clients. Prepare examples of how you've tailored financial advice to meet individual client needs and how you maintain those relationships over time.
✨Stay Updated on Industry Trends
Familiarise yourself with the latest regulatory changes and market trends in financial planning. Being knowledgeable about current events will demonstrate your commitment to professional development and compliance.
✨Prepare Questions for Them
Have insightful questions ready to ask the interviewers about their firm’s culture, client base, and future goals. This shows your genuine interest in the position and helps you assess if the company aligns with your career aspirations.
