Independent Financial Advisor (Employed or Self Employed)
Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck.
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)
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* 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: