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For Companies At a Glance
- Tasks: Build client relationships and provide tailored financial advice.
- Company: Join a forward-thinking wealth management firm in Birmingham.
- Benefits: Earn up to £100,000 with hybrid working and professional development support.
- Why this job: Make a real impact while working with a dynamic team and established clients.
- Qualifications: Diploma qualified; experience in fee-based financial planning required.
- Other info: Opportunity for career progression and ongoing training.
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.
Independent Financial Adviser employer: JR United Kingdom
Contact Detail:
JR United Kingdom 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 in person can significantly enhance your chances of landing this role.
✨Tip Number 2
Leverage social media platforms like LinkedIn to connect with professionals in wealth management. Share insights and engage with content related to financial planning to showcase your expertise and attract attention from recruiters.
✨Tip Number 3
Consider reaching out to current employees at the firm to gain insights into their culture and expectations. This can help you tailor your approach and demonstrate your genuine interest in the company during any interviews.
✨Tip Number 4
Stay updated on the latest regulatory changes and market trends in financial planning. Being knowledgeable about current issues will not only prepare you for interviews but also show your commitment to professional excellence.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly any work with high-net-worth individuals. Emphasise your qualifications, such as your Diploma (DipPFS) and any progress towards Chartered status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your client-focused approach and ability to build long-term relationships. Mention specific examples of how you've successfully delivered personalised financial advice in the past.
Highlight Compliance Knowledge: Given the importance of compliance in this role, ensure you mention your understanding of regulatory requirements and your commitment to maintaining high professional standards in your application.
Showcase Business Development Skills: Discuss your experience in networking and building a pipeline of prospective clients. Highlight any successful strategies you've used to grow client relationships and generate referrals.
How to prepare for a job interview at JR United Kingdom
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products, including investments, pensions, and tax planning. Being able to discuss these confidently will show your expertise and help you connect with the interviewers.
✨Demonstrate Client Relationship Skills
Prepare examples of how you've built and maintained long-term client relationships in the past. Highlight your ability to provide personalised advice and how you’ve successfully managed client expectations.
✨Showcase Your Business Development Experience
Be ready to discuss your strategies for generating new business and referrals. Share specific instances where your networking efforts led to successful client acquisitions, as this is crucial for the role.
✨Stay Updated on Regulatory Changes
Familiarise yourself with the latest regulatory requirements and market trends in the financial sector. This knowledge will demonstrate your commitment to compliance and professional development, which is essential for a Financial Planner.
