At a Glance
- Tasks: Provide holistic financial advice and build long-term client relationships.
- Company: Respected financial planning firm in Birmingham with a supportive culture.
- Benefits: Hybrid working, flexible hours, competitive salary, and bonus structure.
- Other info: Stable environment prioritising long-term adviser success and professional integrity.
- Why this job: Work with high-net-worth clients and focus on quality advice without distractions.
- Qualifications: Level 4 Diploma in Financial Planning and experience in regulated financial advice.
The predicted salary is between 50000 - 65000 € per year.
Location: Birmingham
Salary: Competitive + Bonus
Sector: Financial Services
Permanent | Full-Time | Hybrid Working
My Key Recruitment is currently recruiting for an experienced Independent Financial Advisor on behalf of a well-established and highly respected financial planning firm based in Birmingham. This opportunity offers the chance to work with high-net-worth clients, delivering holistic financial advice while being supported by a strong paraplanning and administrative team. The role is designed to allow advisers to focus on building meaningful client relationships and delivering high-quality advice, without the usual operational distractions. Opportunities like this do not come along often – particularly within a business that values long-term financial planning, flexibility, and professional integrity.
What's in it for you:
- Genuine hybrid working and flexible hours to support work-life balance
- Dedicated paraplanning and administrative support
- Competitive basic salary with achievable bonus structure
- Opportunity to work with high-net-worth clients
- A stable and supportive firm focused on long-term adviser success
- A professional environment where quality advice is prioritised
The Role:
As an Independent Financial Advisor, you will provide holistic financial planning advice to clients while managing and developing long-term relationships. Your responsibilities will include:
- Delivering whole-of-market financial advice tailored to client goals
- Managing and developing long-term client relationships
- Conducting reviews across pensions, investments, protection, retirement and estate planning
- Working closely with paraplanners and administrators to deliver an excellent client experience
- Ensuring all advice and documentation meets FCA regulatory standards
- Identifying opportunities to grow assets under management where appropriate
About You:
To be considered for this opportunity, you will ideally have:
- Level 4 Diploma in Financial Planning (or equivalent)
- CAS status, or be close to achieving it
- Previous experience in a regulated financial advice environment
- Strong technical knowledge across pensions and investments
- A proven ability to deliver compliant, client-focused financial advice
- Ideally able to demonstrate an existing client portfolio generating £250k+ recurring revenue
Working Pattern:
Hybrid working available
Flexible working hours
How To Apply:
If you're an Independent Financial Advisor looking for a role where advice quality, flexibility, and long-term client relationships truly come first, we would love to hear from you. Please send your CV or enquiries to: TPBN1_UKTJ
Independent Financial Advisor in Birmingham employer: My Key Recruitment
Join a well-established financial planning firm in Birmingham that prioritises quality advice and long-term client relationships. With genuine hybrid working options, flexible hours, and dedicated support from paraplanners and administrators, you can focus on what you do best—delivering exceptional financial advice to high-net-worth clients. This is an excellent opportunity for professional growth within a stable and supportive environment that values integrity and adviser success.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor in Birmingham
✨Network Like a Pro
Get out there and connect with people in the financial services sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn. Building relationships can open doors that a CV just can't.
✨Showcase Your Expertise
Consider hosting a webinar or writing articles about financial planning topics. This not only demonstrates your knowledge but also positions you as a thought leader in the field. Plus, it’s a great way to attract high-net-worth clients who are looking for expert advice.
✨Leverage Social Media
Use platforms like LinkedIn to share insights, success stories, and client testimonials. Engaging content can help you build a personal brand and attract attention from firms looking for Independent Financial Advisors. Remember, we’re all about making connections!
✨Apply Through Our Website
When you find a role that excites you, apply directly through our website. It shows you're serious about the opportunity and makes it easier for us to keep track of your application. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Independent Financial Advisor in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Independent Financial Advisor role. Highlight your qualifications, especially your Level 4 Diploma in Financial Planning, and any relevant experience with high-net-worth clients.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about financial planning and how you can contribute to our team. Mention your approach to building long-term client relationships and your commitment to delivering quality advice.
Showcase Your Technical Knowledge:In your application, don’t shy away from demonstrating your strong technical knowledge across pensions and investments. We want to see how you can apply this expertise to provide holistic financial advice tailored to client goals.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your details and get back to you quickly about this exciting opportunity!
How to prepare for a job interview at My Key Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions and investments. Be ready to discuss how you’ve delivered compliant, client-focused financial advice in the past. This will show that you’re not just a candidate, but a knowledgeable professional who can hit the ground running.
✨Showcase Your Client Relationships
Prepare examples of how you've built and maintained long-term relationships with clients. Highlight any existing client portfolios you manage, especially those generating significant recurring revenue. This will demonstrate your ability to deliver high-quality advice and grow assets under management.
✨Understand the Company Culture
Research the firm’s values and approach to financial planning. They value integrity and long-term success, so be ready to discuss how your personal values align with theirs. This will help you stand out as someone who fits well within their professional environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the role, the support you'll receive from paraplanners and administrators, and the firm's approach to hybrid working. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
