Experienced Financial Adviser / Wealth Manager / Financial Planner - Birmingham

Experienced Financial Adviser / Wealth Manager / Financial Planner - Birmingham

Financial Adviser / Wealth Manager / Financial Planner

Location: Birmingham

Salary: £50K to £70K per annum (DOE) + Bonuses

Full-time, Monday to Friday

Are you an experienced financial adviser seeking a role with greater opportunities? We're looking for talented and experienced advisers to join our advisory team in Birmingham.

This full-time, permanent, hybrid position is ideal for seasoned financial advisers ready to contribute to a high-standard advisory service, supporting both clients and internal teams through excellent service and regulated financial advice.

About the Role

Reporting to a Team Director, you will provide clients with a proactive, holistic financial planning service, ensuring that they receive accurate and personalised advice tailored to their objectives.

Your responsibilities will include:

• Offering technical and investment advice on a range of wealth management needs
• Building and maintaining strong, long-term client relationships
• Conveying information in a way that's easy for clients to understand
• Staying informed on current affairs that may impact clients
• Clearly explaining the advantages and disadvantages of recommended products and services
• Conducting research and data analysis for client planning and special projects
• Keeping up-to-date with relevant regulations and legislation
• Complying with Financial Conduct Authority (FCA) guidelines and compliance procedures
• Handling client matters openly, honestly, and with integrity

Role Requirements

Successful applicants will:

• Hold a Level 4 Diploma in Financial Planning
• Have at least 2 years of experience as a Financial Adviser
• Possess a strong knowledge of pensions and wealth management solutions
• Demonstrate the ability to research, analyse, and interpret complex financial information
• Have exceptional communication and negotiation skills
• Communicate complex information clearly, both in writing and verbally

In addition to career progression, professional development, and a welcoming work environment, you will have the chance to engage in charitable events and social activities.

Your benefits package includes:

• A competitive salary and bonus scheme, based on experience
• Life Assurance
• Income Protection
• Health Cash Plan

Our flexible benefits scheme allows you to select options that best suit your needs.

This is an excellent opportunity for financial advisers eager to grow their careers with significant progression potential.

Next Steps:

Apply to this role through this advert. If you would like more information about this role, please contact our Professional Services team.

If successful, you will need to digitally register with our agency (if you haven't already done so). If you have not been contacted regarding your application within 7 days please assume that you have not been successful. We will however retain your application for any future roles for which you may be suitable.