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Independent financial advisor

Bentley Heath
Freelance
My Key Recruitment
Independent financial advisor
Posted: 4 May
Offer description

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. Whats 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 youre 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:

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