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Financial Adviser jobs in Dudley

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    • Deliver holistic financial planning across pensions, investments, protection, and retirement strategies.
    • This role is ideal for an adviser who wants stability,…
    • In this fully remote role, you will be responsible for providing expert mortgage advice to their diverse clientele, working closely with the qualifying and case…
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    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
    • View all The Mortgage Experts jobs - Dudley jobs
    • Salary Search: Mortgage Advisor salaries in Dudley
    • Experience of budgeting, financial planning, forecasting and financial control.
    • You'll be confident analysing financial information, identifying risks and…
    • Demonstrating deep understanding of wider financial affairs and financial products to ensure that knowledge is comprehensive, and client focused.
    • Salary: Dependent on experience (£32,000 - £37,000).
    • Contract Type: Full Time or Part-time, Permanent.
    • Location: Home Based with field travel as required.
    • Must have a minimum of 2 years experience within mortgages.
    • In this role, you will benefit from a consistent stream of high-quality, warm leads and quality pre…
    • Proficiency with financial planning back-office systems and Microsoft Office applications.
    • Strong technical knowledge of pensions, investments, protection, and…
    • Specific interest in financial services, particularly investments and pensions.
    • Minimum education of A Level standard, ideally couples with previous financial…
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    • As a Partner Advisor, you run your own mortgage business with proven systems, compliance support and business coaching already in place.
    • As a Director, you will be responsible for effective collaboration within teams, supervising the work of junior staff, and providing coaching and development to…
    • Experience in writing full financial plans.
    • Construct the advice underpinning each financial plan.
    • A true understanding of holistic financial planning.
    • A world-class training program in financial services.
    • An extremely detailed and diverse knowledge of business sectors, current business developments, market…
    • You will collaborate with experienced professionals, work closely with clients, and develop a strong understanding of investments, financial planning, and…
    • Liaison with Advisers to determine the most appropriate recommendations for clients financial planning.
    • The provision of in-depth reports and analysis to…

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Financial Advisor
Rayment Recruitment
Birmingham
•
Remote
£50,000 - £75,000 a year
Permanent, Full-time
Apply now

Job details

£50,000 - £75,000 a year
Permanent, Full-time
Remote in Birmingham

Full job description

Join a forward-thinking, client-centric firm where you can focus purely on delivering exceptional financial advice without the burden of business development.

Employed Independent Financial Advisor (IFA) – Full Client Bank Provided
Fully Remote / Must be based in the Midlands.
Clients Based in and around Solihull

Are you an experienced Independent Financial Advisor looking for security, flexibility, and the opportunity to focus purely on delivering exceptional advice without the burden of business development?

This is a rare opportunity to join a forward-thinking, client-centric firm as an Employed IFA, inheriting a well-established, recurring income client bank from day one.

Financial Advisor - The Opportunity

  • Fully remote role – Work from home with complete flexibility
  • Full client book provided – Strong recurring income stream
  • Employed status – Salary + bonus structure
  • Full paraplanning & admin support – Focus on advice, not paperwork
  • High-quality clients – Loyal, long-standing relationships
  • No cold prospecting required

This role is ideal for an adviser who wants stability, autonomy, and the chance to deepen existing client relationships while maintaining high professional standards.

Financial Advisor - The Role

  • Service and develop an existing portfolio of clients
  • Deliver holistic financial planning across pensions, investments, protection, and retirement strategies
  • Conduct annual reviews and identify planning opportunities
  • Maintain strong compliance standards
  • Build long-term trusted relationships
  • All clients are based within and around Solihull, but meetings can be conducted remotely

Financial Advisor - About You

  • Diploma qualified (Level 4 minimum)
  • CAS status
  • Proven experience managing a client bank
  • Strong relationship-building skills
  • Professional, ethical, and client-focused
  • Comfortable working remotely
  • Chartered status (or working towards it) is advantageous but not essential

Financial Advisor - What's on Offer

  • Competitive basic salary
  • Performance-related bonus
  • Ongoing recurring income
  • Full back-office support
  • Genuine work-life balance
  • Long-term career stability

Take the next step in your career and become a trusted advisor who makes a measurable difference in clients' financial wellbeing.

If you are passionate about empowering individuals through sound financial advice and possess a proactive approach to client service, we encourage you to apply today. Join us in guiding clients toward a secure and prosperous future while advancing your career in a supportive, growth-oriented environment.

Job Types: Full-time, Permanent

Pay: £50,000.00-£75,000.00 per year

Work Location: Remote

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