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- Tasks: Manage high-net-worth clients and provide expert financial planning advice.
- Company: Reputable Birmingham-based Independent Financial Advisory firm.
- Benefits: Competitive salary, bonus, full benefits package, and hybrid working.
- Why this job: Inherit a loyal client book and make a real impact in financial planning.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience with HNW clients.
- Other info: Opportunity for career growth in a supportive, professional environment.
The predicted salary is between 65000 - 85000 £ per year.
We are working in partnership with a well-established, high-net-worth (HNW) focused Independent Financial Advisory firm in Birmingham. This highly reputable firm has built its success on delivering exceptional advice to a loyal and growing client base of business owners, professionals, and multi-generational families.
Competitive basic salary (£65,000 – £85,000 DOE) + bonus + full benefits package & hybrid working.
With one of the senior Directors preparing to step back from active client work, this opportunity presents a rare chance for a skilled Financial Planner to inherit a high-quality, service-driven client book — while also developing new business through warm referrals and trusted introducers. This is not a cold-start position. It’s a strategic appointment for a confident, Chartered (or working towards) adviser with a strong technical grounding in pensions, investments, estate planning and tax-efficient solutions.
Responsibilities:- Take over an established HNW client book, providing ongoing holistic financial planning.
- Deliver high-quality advice across pensions, investments, IHT planning, and complex tax scenarios.
- Maintain and deepen relationships with existing clients to ensure continuity and trust.
- Develop new business opportunities via referrals, professional connections, and networking.
- Collaborate with paraplanners and admin teams to ensure a seamless client experience.
- Maintain compliance with FCA regulations and internal standards.
- Level 4 Diploma in Regulated Financial Planning (essential).
- Chartered or working towards Chartered status (preferred).
- Proven experience advising HNW clients with complex financial planning needs.
- Strong technical knowledge of pensions, IHT, investment strategies and trusts.
- Ability to build long-term relationships and generate new opportunities through referrals.
- Excellent interpersonal and communication skills.
- Comfortable working in a professional, client-centric IFA environment.
Financial adviser in Solihull employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial adviser in Solihull
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join professional groups, and don’t be shy about reaching out to existing contacts. Building relationships can lead to warm referrals, which is key for landing that Financial Adviser role.
✨Showcase Your Expertise
When you get the chance to chat with potential employers or clients, make sure to highlight your technical knowledge in pensions, investments, and tax-efficient solutions. Share real-life examples of how you've helped HNW clients in the past to demonstrate your value.
✨Follow Up Like a Boss
After any meeting or networking event, send a quick follow-up message to thank them for their time and reiterate your interest. This keeps you fresh in their minds and shows your professionalism. Plus, it’s a great way to keep the conversation going!
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through us not only streamlines the process but also shows your enthusiasm for joining our team. We’re always on the lookout for talented individuals like you!
We think you need these skills to ace Financial adviser in Solihull
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience with high-net-worth clients and your technical knowledge in areas like pensions and investments. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role, focusing on your experience and how you can contribute to our client-centric approach. Let’s make it personal!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it’s successful client relationships or innovative financial solutions, we want to know how you’ve made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and tax-efficient solutions. The firm is looking for someone with a strong grounding in these areas, so be prepared to discuss your experience and how you've applied this knowledge in real-world scenarios.
✨Showcase Your Client Relationships
Since this role involves taking over an established HNW client book, it's crucial to demonstrate your ability to build and maintain long-term relationships. Think of specific examples where you've successfully deepened client trust and how you plan to continue that with the existing clients.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations related to complex financial planning. Prepare to explain how you would handle various scenarios, such as IHT planning or investment strategies, showcasing your problem-solving skills and strategic thinking.
✨Network Like a Pro
This position requires developing new business through referrals and professional connections. Be ready to discuss your networking strategies and how you've successfully generated leads in the past. Highlight any relevant connections you have that could benefit the firm.