Independent Financial Advisor (Employed or Self Employed)
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)
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:
TPBN1_UKTJ