At a Glance
- Tasks: Provide top-notch financial advice and build lasting client relationships.
- Company: Established financial planning firm with a values-driven approach.
- Benefits: Competitive salary, flexible start date, and ongoing professional development.
- Other info: Collaborative environment with opportunities for career growth.
- Why this job: Join a team that makes a real difference in clients' financial lives.
- Qualifications: Experience as a Financial Planner and Diploma Level 4 required.
The predicted salary is between 60000 - 70000 £ per year.
Service Care Solutions are currently working on behalf of a well‑established Financial Planning business, who are looking to recruit an experienced Financial Planner to join their growing team across the Midlands. This is an excellent opportunity for a qualified Financial Planner to join a values‑led business focused on delivering high‑quality, holistic financial advice to individuals, families and businesses.
The successful candidate will be responsible for providing compliant, client‑focused advice across investments, pensions, estate planning and protection, while maintaining strong ongoing relationships with both new and existing clients.
Key Responsibilities- Provide high‑quality, compliant financial advice in line with FCA requirements and internal procedures.
- Build and maintain trusted relationships with new and existing clients.
- Complete client reviews within required timescales and to a high professional standard.
- Gather client information, identify financial planning needs and recommend suitable solutions.
- Conduct research and analysis across pensions, investments, protection and estate planning.
- Prepare and complete all supporting documentation accurately.
- Deliver a professional, timely and efficient service to clients.
- Maintain competent adviser status in line with FCA and firm requirements.
- Keep up to date with product, technical and legislative changes within the market.
- Maintain a valid Statement of Professional Standing.
- Undertake ongoing CPD activity to support professional development and regulatory competence.
- Work collaboratively with internal teams to ensure clients receive a seamless service.
- Previous experience as a Financial Planner / Financial Adviser within an IFA or Wealth Management environment.
- Diploma Level 4.
- Qualified as a minimum, ideally Chartered or working towards.
- Strong technical knowledge across pensions, investments, protection and estate planning.
- Good understanding of FCA regulations, compliance requirements and record‑keeping standards.
- Experience delivering high‑quality client service and building long‑term client relationships.
- Strong communication, planning and prioritisation skills.
- Confident using systems, processes and financial planning tools.
- Professional, dependable and committed to delivering positive client outcomes.
- A collaborative approach and willingness to work as part of a wider team.
Financial Planner in Birmingham employer: Service Care Solutions Ltd
Service Care Solutions is an exceptional employer, offering a supportive and values-driven work culture that prioritises high-quality financial advice and client relationships. Located in Birmingham, employees benefit from competitive salaries, ongoing professional development opportunities, and a collaborative environment that fosters growth and success in the financial planning sector.
Contact Details:
Service Care Solutions Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Birmingham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Service Care Solutions Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner in Birmingham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Service Care Solutions Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Service Care Solutions Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Service Care Solutions Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Service Care Solutions Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Service Care Solutions Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Service Care Solutions Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
