Description

A highly respected wealth management firm in the heart of Birmingham is seeking an experienced Financial Adviser to join its growing team. This is an opportunity to work with a well-established client base of professionals and business owners, supported by a strong paraplanning and administration structure.

You’ll be joining a forward-thinking practice that places quality advice above quantity, with a modern, client-centric approach and the freedom to build genuine, long-term relationships.

Key responsibilities:

• Provide holistic financial advice across pensions, investments, protection, and estate planning
• Manage and grow an existing portfolio of loyal clients
• Conduct detailed reviews and create personalised financial plans
• Work collaboratively with the paraplanning and admin teams to deliver exceptional client outcomes

Requirements:

• Level 4 Diploma qualified (Chartered or working toward an advantage)
• Demonstrable experience within an IFA or wealth management environment
• Client-first mindset and professional communication style

A superb opportunity to progress within a stable, well-regarded firm that encourages development and offers a clear route to Chartered status.