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Independent Financial AdvisorMy Key Recruitment • Birmingham (West Midlands), England
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Independent Financial Advisor

Independent Financial Advisor

My Key Recruitment • Birmingham (West Midlands), England
5 days ago
Job type
  • Full-time
  • Permanent
Job description
Independent Financial Advisor (Employed or Self Employed) Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck. 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) xsngvjr * 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:
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Independent Financial Advisor • Birmingham (West Midlands), England

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