Average Financial Adviser salary in Birmingham

Senior Financial AdviserBirmingham, Remote£65,000 - £75,000 + Progressive New Business Bonus + 5% Employer Pension + Healthcare Cashback + Benefits + Client BankAre you an experienced Financial Adviser looking for a genuine long-term opportunity with an established, independent wealth management business where you can take on increasingly complex work and play an important role in its succession strategy?This is an excellent opportunity to join a well-established independent IFA and wealth management group with a strong team of advisers and approaching £1bn in FUM.The business is continuing to grow organically and through the acquisition of smaller IFA businesses and client banks, with ambitious plans to significantly increase its assets under management over the coming years.As part of this continued growth, and with established senior advisers beginning to transition away from their day-to-day advisory responsibilities, they are looking to appoint an experienced Senior Financial Adviser who can take on an established client bank, handle increasingly complex cases and develop into a key member of the senior advisory team.This is not an opportunity where you will be expected to start from scratch or bring your own client bank. The business has an established pool of clients that can be allocated to successful advisers, allowing you to focus on delivering high-quality advice and developing long-term client relationships.The RoleManage and develop long-term relationships with an established client bank.Deliver high-quality independent financial advice across pensions, retirement planning, investments and broader wealth management.Take responsibility for increasingly complex financial planning cases, including IHT planning, trusts and bonds.Use your technical expertise to manage complex client requirements independently, with the support of experienced Paraplanning and client-service teams.Gradually take responsibility for established client relationships currently managed by senior advisers as part of the firm's wider succession planning.Work closely with the wider advisory team as the business continues to grow.Identify and develop new-business opportunities, with a progressive bonus structure designed to reward commercial performance.Build and strengthen your own client relationships as your career develops within the business.Meet clients face-to-face and operate with the autonomy of a predominantly home-based adviser model.Play a long-term role in the continued growth of the business.The PersonExperienced Financial Adviser with strong pension, retirement and investment knowledge.Comfortable handling complex cases, with IHT, trusts, bonds and DB experience advantageous.Confident managing an established client bank independently.Strong client-facing and relationship-management skills.Commercially minded, with an appetite for new business.Level 4 qualified as a minimum; Chartered advantageous but not essential.Comfortable working remotely and travelling to meet clients.

You can’t become a great financial planner if you’re not seeing enough clients. No volume = no progress. No challenge. No real development.But the pressure to perform is still there. At this company, it’s different. You won’t need to self-generate. Your diary will be filled with new investment meetings and annual reviews, and you’ll have full paraplanning and admin support behind you. So you can focus on what actually improves your performance - spending time with clients. And when that’s in place, the earnings follow. You’ll typically earn between £56,000 – £80,000, made up of: Base salary: £35,000 – £45,000 KPI/compliance bonus: £1,200 per month (£14,400 per year) Sales bonus: typically £7,000 – £24,000 Quarterly bonus: if the division hits its quarterly target, you get a 40% uplift     on your quarterly bonus Importantly, there are no monthly sales targets. Out-performance comes from being busy, thorough and diligent. You’ll also get: Life cover Medical cash plan (family included) Pension Enhanced parental leave 25 days holiday (rising to 28) Hybrid or remote workingTHE COMPANY This is a national firm that acquires client banks from retiring advisers. Those clients need advice and you’ll be the one giving it. You’ll join a team of 50+ advisers focused on servicing an existing client base properly. The training and onboarding is structured and proven. They’ve developed over 40 advisers from scratch. Given you'll already have experience, you’ll be stepping into a system that works. WHAT YOU’LL NEED Current CAS (or within the last 6 months) Level 4 qualified Willingness to travel to Newcastle once a month ------------------------------------------------------------------------------- If you want to become the adviser you know you can be, click apply. No up-to-date CV? Don't worry, we can deal with that later. Everyone gets a response.

Job Title: Financial AdviserIndustry: Financial Services / Wealth ManagementLocation: West MidlandsSalary: £65,000 – £70,000 + Bonus (OTE £100,000+)Job Description: Financial AdviserRecruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a prestigious and well-established wealth management firm with an established base of private and HNW clients.This is an exciting opportunity for an adviser looking to work within a collaborative wealth management environment, providing holistic financial advice to an established client base.The RoleYou will provide holistic financial advice to private and HNW clients, developing strong and lasting client relationships while working collaboratively with colleagues across the wider business.What’s in it for you:£65,000 – £70,000 basic salaryOTE of £100,000+Established base of private and HNW clientsRegional office support across the West MidlandsHybrid working optionsFull administrative support from experienced IFA Administrators and ParaplannersCollaborative, in-house working environmentPrestigious and established wealth management firmStrong career development opportunitiesSkills & Experience Required:Level 4 Diploma in Financial Planning qualified as a minimumChartered status advantageousProven experience as a Financial AdviserExperience advising private and HNW clientsStrong technical knowledge and holistic advice experienceExcellent communication and relationship-building skillsPlease apply if you are interested in hearing more about this opportunity