At a Glance
- Tasks: Provide expert financial advice and build lasting client relationships.
- Company: Dynamic UK advice firm with ambitious growth plans and strong support.
- Benefits: Competitive salary, bonuses, and flexible working options.
- Other info: Strong operational support and clear pathway to six-figure earnings.
- Why this job: Join a supportive team and grow your earnings while helping clients secure their financial future.
- Qualifications: 3-5 years as a regulated Financial Advisor with a Level 4 Diploma.
The predicted salary is between 60000 - 80000 £ per year.
This job is a rare opportunity to join a high growth, well funded advice firm where you are supported to focus on advice, build long term client relationships and progress your earnings meaningfully over time. You will inherit an established and growing client bank while being supported by a strong back office and paraplanning function. The business is actively acquiring client books, meaning your role is centred on servicing, retaining and growing existing relationships rather than heavy self generation.
You will operate as a trusted advisor, delivering holistic regulated advice across pensions, investments and protection, with the infrastructure in place to allow you to manage a substantial recurring income book efficiently. This role offers clear earning progression as your recurring income grows, with regular salary recalibration to reflect performance.
- Key highlights of the role include:
- Competitive base salary with structured increases linked to recurring income
- Immediate access to an allocated client bank from acquisitions
- Additional bonuses on initial fees and self generated clients
- Clear pathway to six figure earnings
- Strong operational, paraplanning and client service support
Requirements:
- Essential experience as a regulated Financial Advisor with 3 to 5 plus years post qualification history
- Essential Level 4 Diploma in Financial Planning or equivalent
- Essential experience advising on pensions and investments
- Desirable experience inheriting or servicing existing client banks
- Desirable experience using modern adviser platforms and CRMs
The Company:
The company is a well established UK advice firm with ambitious growth plans, significant acquisition funding and a reputation for investing heavily in people, technology and long term adviser careers.
Benefits:
- Base salary typically £60,000 to £80,000 with progression beyond this
- Realistic first year total earnings exceeding £100,000
- Bonuses on initial fees and additional rewards for self generated clients
- Home based or hybrid working depending on location
- Strong administrative and paraplanning support
Location:
Ideally based in the East Birmingham to Nottingham, Derby and Leicester corridor, with flexibility across the wider Midlands region.
If you are seeking long term earnings growth, security and genuine support, apply today to discuss this opportunity in confidence.
Experienced Financial Advisor in Birmingham employer: Premier Jobs UK Limited
Join a dynamic and rapidly growing advice firm that prioritises your professional development and client relationships. With a competitive salary structure, robust support systems, and a clear pathway to significant earnings, this role offers an exceptional opportunity for Experienced Financial Advisors in the East Midlands region. Embrace a work culture that values long-term success and invests in your career growth while enjoying the flexibility of home-based or hybrid working arrangements.
StudySmarter Expert Advice🤫
We think this is how you could land Experienced Financial Advisor in Birmingham
✨Network Like a Pro
Get out there and connect with people in the financial advisory space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Remember, it’s all about building those relationships that can lead to job opportunities!
✨Showcase Your Expertise
When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience with pensions and investments. Share specific examples of how you've successfully managed client relationships and grown your client bank. This will show them you’re the real deal!
✨Leverage Our Website
Don’t forget to check out our website for the latest job openings tailored for experienced financial advisors like you. Applying through us not only gives you access to exclusive roles but also puts you in touch with firms that value your skills and experience.
✨Prepare for the Interview
Before any interview, do your homework! Research the company’s growth plans and their approach to client service. Be ready to discuss how you can contribute to their success and how your background aligns with their goals. Confidence is key!
We think you need these skills to ace Experienced Financial Advisor in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Experienced Financial Advisor role. Highlight your relevant experience, especially in pensions and investments, and don’t forget to mention any client banks you've inherited or serviced.
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. Talk about your passion for building long-term client relationships and how you can contribute to our growth.
Showcase Your Qualifications:Don’t forget to mention your Level 4 Diploma in Financial Planning or equivalent. This is essential, so make it stand out in your application. We want to see that you meet the requirements right from the start!
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 Premier Jobs UK Limited
✨Know Your Numbers
As an Experienced Financial Advisor, you’ll want to be well-versed in your past performance metrics. Be ready to discuss your client retention rates, growth in assets under management, and any successful strategies you've implemented. This shows that you’re not just about advice but also about results.
✨Understand the Company’s Vision
Research the firm’s growth plans and how they align with your career goals. Familiarise yourself with their approach to client relationships and how they support their advisors. This will help you articulate why you’re a great fit for their culture and objectives.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and client management abilities. Think of specific examples where you’ve successfully navigated challenges with clients or improved service delivery. This will demonstrate your hands-on experience and strategic thinking.
✨Showcase Your Client Relationship Skills
Since this role focuses on servicing and growing existing relationships, be prepared to discuss how you build trust and rapport with clients. Share anecdotes that highlight your communication skills and ability to provide holistic advice tailored to individual needs.
