Financial Advisor - #2195052

Financial Planner – step into an established client bank from day one

Birmingham | Remote / Hybrid | £70,000 basic + long-term incentive plan

Are you a Level 4 qualified adviser who’d rather spend your time advising clients than finding them?

I’m working with a well-established, directly authorised lifestyle financial planning firm in Birmingham. They specialise in advising dental professionals and have recently joined a larger, well-backed wealth group. They keep their own brand and team, and now have far more marketing and specialist support behind them. Referrals and introductions come in every day, and they need another planner to help look after them.

The role

• Take on at least 40 existing investment clients from day one
• Handle a steady flow of warm referrals and enquiries, work out what each client needs and turn it into advice. No cold prospecting.
• Give protection advice alongside core financial planning, working with the in-house mortgage specialist
• Use cashflow modelling to bring clients’ plans to life, with support from paraplanning, admin and compliance
• Shadow the senior planners in client planning meetings, as part of a proven mentoring approach

Why it’s worth a conversation

• A genuine warm desk. You inherit an established book rather than building from scratch.
• Room to grow. The founder plans to step back over the next few years, and the group’s growth will free up more clients over time.
• High salary, low bonus. £70,000 basic gives real income certainty, plus a long-term incentive plan.
• Mostly remote. More office time while you settle in, then roughly monthly team meetings in Birmingham.
• 26 days’ holiday plus bank holidays (with up to 10 more days to buy), income protection, critical illness cover, death in service, paid training and quarterly socials.

What you’ll bring

• Experience giving holistic financial planning advice, not only protection
• CII Level 4 Diploma or equivalent. Chartered, or working towards it, is a plus.
• Strong technical knowledge across pensions, investments, protection and tax: carry forward, IHT, CGT and investment bonds
• Confidence in client meetings and with cashflow and research tools
• The ability to start at short notice. The client wants someone in place within a month.

The firm’s name will be shared once we’ve spoken. For a confidential chat, message me here, email [email protected] or call 0117 463 6118.

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