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For Companies At a Glance
- Tasks: Manage and develop relationships with high-net-worth clients, providing tailored financial advice.
- Company: Established wealth management firm with a strong reputation in Birmingham.
- Benefits: Competitive salary, supportive team, and opportunities for professional growth.
- Why this job: Inherit a loyal client portfolio and make a real impact on their financial futures.
- Qualifications: Chartered status or nearing completion, with experience in wealth management.
- Other info: Join a collaborative team focused on delivering exceptional client outcomes.
The predicted salary is between 36000 - 60000 £ per year.
A national, well-established wealth management firm is looking to appoint an experienced Chartered Financial Planner to their Birmingham office. This is an exciting opportunity to inherit a high-quality portfolio of loyal, Birmingham-based HNW clients from day one, allowing you to focus on delivering advice and building relationships.
The Role
- Take ownership of a predominantly financial planning-led client base, providing holistic, high-quality advice tailored to complex client needs.
- Supported by an experienced investment team, along with dedicated paraplanning and administrative support.
- Key responsibilities include:
- Managing and developing long-standing HNW client relationships, ensuring excellent client outcomes.
- Delivering advice across complex areas such as EIS, VCTs, business relief, IHT planning, trusts and estate planning.
- Conducting in-depth client conversations to fully understand financial goals and personal ambitions.
- Proactively contributing to business growth through professional introducers, referrals and networking.
- Working closely with internal specialists and investment colleagues to deliver joined-up, best-fit solutions.
- Supporting the ongoing success and growth of the office.
What You'll Bring
- Chartered status (or close to achieving it).
- Experience within wealth management or financial planning, advising HNW clients.
- In-depth technical knowledge across complex and higher-risk advice areas.
- Strong relationship management skills, able to build and maintain client trust.
- A proactive approach to business development.
- Collaborative mindset, keen to be part of a supportive, high-performing team.
Why This Role? Opportunity to step into an established client base.
Chartered Financial Planner in Birmingham employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner in Birmingham
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. Building relationships can lead to referrals and insider info about job openings.
✨Tip Number 2
Showcase your expertise! Use platforms like LinkedIn to share insights on financial planning topics. This not only highlights your knowledge but also attracts potential employers who are looking for someone with your skills.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios related to HNW clients. Be ready to discuss your approach to complex financial situations and how you build trust with clients.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of opportunities that might just be the perfect fit for you. Plus, it’s a great way to get noticed by our hiring team.
We think you need these skills to ace Chartered Financial Planner in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Chartered Financial Planner role. Highlight your experience with HNW clients and any relevant qualifications, like your Chartered status.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've managed client relationships and delivered complex financial advice in the past.
Showcase Your Technical Knowledge: Since this role involves complex areas like EIS and IHT planning, make sure to demonstrate your in-depth technical knowledge in your application. We want to see that you can handle the intricacies of financial planning.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around complex areas like EIS, VCTs, and IHT planning. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in providing high-quality advice.
✨Build Rapport
Since this role involves managing long-standing HNW client relationships, practice how to build rapport quickly. Think of examples from your past experiences where you've successfully developed trust with clients, and be ready to share those stories during the interview.
✨Show Your Proactive Side
This position requires a proactive approach to business development. Prepare to discuss specific strategies you've used in the past to grow your client base or generate referrals. Highlighting your initiative will demonstrate that you're a great fit for their collaborative and growth-focused environment.
✨Team Player Mindset
Emphasise your ability to work closely with internal specialists and investment colleagues. Be ready to talk about times when you've collaborated effectively with others to deliver the best outcomes for clients. This will show that you understand the importance of teamwork in achieving success.
