Average Financial Consultant salary in Birmingham

About our clientAn expanding lifestyle focused financial planning business has an opportunity for a Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus. this trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and business owners.Role descriptionDeliver quality client centric financial planning to new and long-standing clients.Be integral part of the team contributing to ongoing growth and success of the firm.RequirementsBe a client focused Financial Planner / Financial Adviser.Ideally Level 6 or progression towards.An appreciation for cash flow and goals focused financial planning. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading National Financial Planning and Wealth Management business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading FTSE 250 UK business, highly profitable group and long-standing track record in Financial Services currently managing £110b+ AUM. THE ROLE Financial AdvisorLeads and clients providedQualified meetings booked into adviser’s diaryAccess to qualified leads.100 booked appointments P/A per adviser.1 in every 3 appointments converted to business.Advising clients in your local areaConduct fact-find meetings with new and existing clientsPrepare financial plans to ensure clients meet their goalsBuild your client bookGrow your recurring incomeWork from home BENEFITS Market-leading self-employed contractOTE: £100k+Un-capped earningsBack-office supportAdviser retirement package WHAT YOU'LL NEED TO SUCCEED Diploma Level 4 QualifiedFinancial Advisor with 1 year minimum experienceExperience of providing holistic financial adviceGood at servicing clients and business development or looking to build up own client bookYou may have a client book and need a superior proposition NEXT STEPS If you are happy to apply for this position, please click on the apply button and remember to attach a copy of your CV. One of our consultants will be in touch to discuss the opportunity and answer any questions you may have around the role. Where appropriate we can also recommend other relevant opportunities to you that match your requirements. Synonyms: Independent Financial Advisor, Financial Advisor, Financial Adviser, Financial Planner, Wealth Adviser, Financial Planning, IFA, Wealth Planning Vision-FS Recruitment is a leading Financial Services Recruitment business covering the UK FS market. Financial Planning | Wealth Management | Employee Benefits Recruitment. www.vision-fs.co.uk

About our clientAn expanding boutique financial planning business with an opportunity for an Associate Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus. This trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and business owners.Role descriptionWork closely with an existing partner of the firm to develop and fine-tune your Financial Planning skills and offer long-term advice to clients.Inherit high quality and value client portfolio.RequirementsWill suit a Junior Financial Planner or Associate Financial Planner. Level 4 diploma with goal of becoming Level 6 / chartered.An appreciation for cash flow and goals focused financial planning. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.