Average Financial Advisor salary in Birmingham

OverviewAre you passionate about customer service? Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.Known within the business as Client Services Voice, the Call Centre is responsible for servicing our leading investment clients, and their customers. We are passionate about what we do and therefore looking for people who can provide excellent customer service, have a high level of attention to detail; but most of all, a passion for our business and provide the best customer experience possible.About the roleOur call handlers are responsible for answering incoming telephone queries form a wide variety of callers such as clients, IFAs (Independent Financial Advisors), investors and other financial institutions. You will accept account servicing questions on the phone and action the appropriate response, whether to request investigations, give portfolio valuations or update customer account details.Within this role you will gain understanding of the processes and procedures across many different areas of the business and be able to exhibit understanding of the different investment products we work with, such as ISAs, Unit Trusts, Investment Trusts and OEICs.We provide a comprehensive training course, which can last up to 12 weeks, and is a mix of classroom-based and on the phone training. This will provide you with all the support & learning you need to be able to excel in this role.The Ideal CandidateThe ideal candidateCustomer services experience, either face to face or over the phoneExcellent customer service skills, including the ability to learn how to respond to complex customer queriesOrganised and able to work on own initiative when requiredBasic computer skillsEmpathy towards our clients’ needsA keenness to make a career in the financial services industryWe encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring diversity of perspective to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.All offers of employment at SS&C are subject to background verification checks, including 5 year employment history, proof of eligibility to work in the UK, proof of address, credit check and criminal record check. The accuracy of all information you submit as part of your application is vital and may be used as part of the background checking process should you be successful.

Independent Financial Advisor - SolihullBasic Salary: £50,000 - £70,000 + Bonus + Full Support We are working with a leading, award-winning firm of Chartered Financial Planners to appoint an Independent Financial Advisor for their growing office in Solihull. This firm has built a strong reputation for delivering bespoke, high-quality financial advice to high-net-worth individuals and families. With over £2.5bn of assets under influence, they offer one of the most supportive and forward-thinking environments for ambitious Advisors. The Opportunity You’ll be joining a growing regional office with immediate access to a starter book of around 25 HNW clients, helping to provide a strong foundation of income from day one. However, this opportunity is ideally suited to someone with an entrepreneurial and business development mindset — someone who can: Develop new client relationships through referrals, networking, and introducers Utilise marketing support and firm-wide initiatives Potentially bring across an existing book of clients Support & Infrastructure This is a fully supported IFA role, giving you everything needed to succeed and scale: Full paraplanning, administration, compliance, and advisor fee support Central marketing assistance and regular new business enquiries Robust tech platforms and research to support quality client outcomes Earnings & Progression Basic salary of £50,000 - £70,000 DOE Bonus of 33% of all business generated beyond 3x salary validation No cap on earnings and additional business opportunities provided over time Additional company benefits including pension, holiday allowance etc. Ideal Candidate Profile Level 4 Diploma in Financial Advice (or equivalent) Experience advising HNW clients with excellent relationship-building skills A track record of generating new business and/or managing a loyal client base Looking to grow within a professional, collaborative and client-first culture This is an excellent opportunity for an established IFA seeking independence, flexibility, and the backing of a high-quality firm that’s committed to supporting your long-term success.

Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to employees of FTSE 100 & 250 companies and other well know institutions. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner, Financial Advisors/IFA’s/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543