Job Description
Financial Advisor / Wealth Manager
All potential applicants are encouraged to scroll through and read the complete job description before applying.
Birmingham
Hybrid Working
Salary: £47,000 - £80,000 + Excellent Benefits
About the Opportunity
We're partnering with a leading UK wealth management and banking organisation to recruit an Financial Advisor / Wealth Manager to join its Birmingham office.
This is an excellent opportunity for an experienced investment professional to work with affluent and High Net Worth clients, delivering tailored investment advice and helping individuals achieve their long-term financial goals. You'll benefit from a strong internal referral network, an established client proposition, and the support of a highly respected financial services business.
The Role
Build and maintain long-term client relationships through exceptional service.
Identify and develop new business opportunities through internal referrals and client introductions.
Understand clients' financial objectives and recommend suitable investment solutions.
Keep up to date with financial markets and investment products to deliver informed advice.
Ensure all client interactions and recommendations remain fully compliant with FCA regulations.
About You
We're looking for professionals who have:
Experience providing regulated investment advice.
Strong knowledge of investment markets and financial planning solutions.
Excellent relationship management and communication skills.
A client-first approach with the ability to build lasting relationships.
A proactive mindset and passion for delivering outstanding client outcomes.
What's on Offer
Hybrid working
Generous pension contribution
Private healthcare options
Life assurance and income protection
27+ days annual leave plus bank holidays
Flexible benefits package
Ongoing professional development and clear career progression
The opportunity to join a well-established and highly respected wealth management business.
About Bayford Hale
At Bayford Hale, we are a specialist search and recruitment firm partnering with wealth management, private banking, asset management, family office and financial planning businesses across the UK, Europe and the Middle East. xwwtmva We connect exceptional professionals with market-leading organisations through a discreet, relationship-driven approach, delivering long-term recruitment solutions built on trust and industry expertise.
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