Financial Adviser

Birmingham, gb on site Until 8/22/2026 First posted March 27, 2025 Last posted March 27, 2025
Job description

Are you looking for a new challenge? Are you wanting to develop your advisory career? Are you looking for an excellent opportunity that can provide you with the training and tools to become an excellent adviser? Then look no further.

Recruit UK are working on an excellent opportunity for an Independent Financial Adviser role in Birmingham to join a well-established UK Independent Financial Advice firm.

My client is a leading UK wealth management and private client financial advice firm. They are looking for a level 4 diploma qualified professional to work on an existing national introducer contract building strong long-lasting relationships and managing and developing a client bank. You will be delivering financial planning and wealth management advice and working with a paraplanning team to ensure advice given is of the highest quality.

What’s in it for you:

·Competitive salary up to £40k plus excellent bonuses and benefits

·Flex working - office/home based

·Opportunity to deal with High Net Worth Clients and build own client base

·Full exam training towards obtaining level 6 Chartered status

·Work alongside dedicated team of Paraplanners, Compliance and Administrators

·Join friendly team at central Birmingham offices

Skills and experience required:

·Diploma (Dip PFS) or equivalent

·Financial Advice experience

·Ability to work under pressure to meet deadlines

·Ability to understand and communicate advice practices and processes clearly and effectively

·Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK are pleased to be working with a well established UK Independent Financial Advice firm in Birmingham on an Independent Financial Adviser role.

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.
About this role

Summary

Provide financial advice, manage client relationships, and develop wealth management strategies.

Job title

Financial Adviser

Experience level

level 4 diploma qualified

Industry

financial services

Location requirements

Birmingham, UK, flexible remote work allowed

Salary

up to £40k plus bonuses

Management role

No

Skills & keywords

Required skills

diploma (Dip PFS)financial advicecommunicationtechnical knowledge

Preferred skills

client relationship managementwealth managementholistic strategies

Specializations

wealth managementfinancial planningclient relationshipholistic advice
Locations

Structured locations inferred from the posting.

Birmingham, UK

On-site City