Average Financial Advisor salary in Birmingham

Are you an experienced Financial Planner looking for the next step in your career? This is an exciting opportunity to join a well-established national advice business with a strong regional presence, a fantastic culture, and a highly supportive environment at all levels. We are looking for a skilled Financial Planner to join the team, with the flexibility to work remotely but ideally based in the Midlands, with the ability to travel regularly to meet clients. What's on Offer? Established Client Book - Each adviser will inherit a substantial portfolio of approximately £30-£35m AuMStrong Lead Flow & Business Growth - Benefit from a high-quality lead sourceRealistic 6-Figure Earnings - Competitive basic salary of up to £75,000 (dependent on experience), plus a strong bonus structure with realistic first-year earnings exceeding six figures.Comprehensive Support - Dedicated Paraplanning and Administration support, both locally and remotely, allowing you to focus on client relationships and financial planning.Long-Term Growth Potential - A fantastic opportunity to develop within the region and grow your client base with full business support. What We're Looking For: Minimum 4 years' experience as a Financial PlannerCAS statusLevel 4 Diploma in Financial Planning (DipPFS) or equivalent FCA-recognised qualifications Additional Benefits: 28 days holiday, plus bank holidaysFlexible hybrid workingEarly Friday finish 5% matched pension contributionsAnd much more! If you're an ambitious and client-focused Financial Planner looking for a fantastic opportunity with long-term career growth, this could be the perfect role for you. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

A fantastic opportunity has arisen for a number Financial Planner's to join this desirable and successful personal wealth team.We are looking for candidates who are driven by a desire to deliver good outcomes for clients. As a new team that will continue to develop and grow, the candidates should be flexible and confident to provide their input. Being able to work collaboratively in a team environment is a must.Excellent interpersonal and communication skills, confidence with clients and high levels of technical knowledge are requisites.We are looking for strong networkers who feel comfortable presenting to large audiences, you should be able to evidence high levels of client-centricity as well as your approach to both growing and serving your client base.While the role will involve supporting distribution efforts, for example, by attending webinars and seminars for large corporates, the primary responsibility will be to on-board and serve new clients.As a growing business the role has scope for progression in the future.They support flexible working patterns.Accountabilities: Upholding values and culture of client centricity at all times.Supporting distribution efforts, e.g. delivering and attending webinars/seminars for large employersActively seeking to on-board new clientsContribute to the evolution and growth of our business and propositions through sharing views, knowledge and expertise with other team membersContacting clients and setting up meetings, either on-line, within an office environment or in clients' homes or business premisesConducting in-depth assessments of clients' financial circumstances, current provision and future aimsCompleting investment risk analyses using attitude to investment risk questionnairesResearching the marketplace and providing clients with information on new and existing products and servicesAnalysing information and preparing plans best suited to individual clients' requirementsDesigning financial strategiesMeeting all regulatory aspects of the role, e.g. requirements for disclosure, costs of the services or products provided whilst accepting responsibility for the advice providedPromoting and recommending financial products and services to meet given or negotiated sales targetsKeeping up to date with financial products and legislationContacting clients with news of new financial products or changes to legislation that may affect their savings and investmentsReviewing and responding to clients changing needs and financial circumstances Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Basic Up to £60k + Package + Paraplanning + Full client portfolio with on-going advice fees Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generationfrom the accountants. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial PlanningGenuine desire to provide a high standard of advice and service to clientsYou are engaging and can connect with a wide array of audiencesDetailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143