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: Genuine hybrid working, flexible hours, competitive salary, and bonus structure.
- Other info: Opportunity to work with high-net-worth clients and dedicated support team.
- Why this job: Join a firm that prioritises quality advice and long-term success for advisers.
- 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:
Independent Financial Advisor 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 environment that values integrity and adviser success.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisors, attend industry events, and join relevant online forums. Building relationships can lead to referrals and insider info about job openings.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial planning. This not only highlights your knowledge but also attracts potential clients and employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios you might face as an Independent Financial Advisor. Be ready to discuss your approach to client relationships and how you deliver tailored advice.
✨Tip Number 4
Apply through our website! We make it easy for you to find the right opportunities. Plus, it shows you're serious about joining our team and helps us get to know you better from the start.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Independent Financial Advisor role. Highlight your qualifications, especially your Level 4 Diploma in Financial Planning, and any relevant client management experience.
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 experience with high-net-worth clients and your approach to building long-term relationships.
Showcase Your Technical Knowledge:In your application, demonstrate your strong technical knowledge across pensions and investments. We want to see how you can deliver compliant, client-focused advice that meets FCA standards.
Apply Through Our Website:For the best chance of success, make sure to apply through our website. This way, we can easily track your application and get back to you quickly. We’re excited to hear from you!
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 would tailor financial advice to meet client goals, as this will show your expertise and understanding of the role.
✨Showcase Your Client Relationships
Prepare examples of how you've built and maintained long-term client relationships in the past. Highlight any existing client portfolios you manage and how you've successfully grown them, as this will demonstrate your ability to deliver value.
✨Understand the Firm's Values
Research the firm’s approach to financial planning and their commitment to quality advice. Be prepared to discuss how your values align with theirs, particularly regarding professional integrity and long-term planning.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's support structure, hybrid working model, and how they ensure compliance with FCA standards. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
