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Financial Adviser jobs in Kidderminster

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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,…
    • Demonstrating deep understanding of wider financial affairs and financial products to ensure that knowledge is comprehensive, and client focused.
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    • You will collaborate with experienced professionals, work closely with clients, and develop a strong understanding of investments, financial planning, and…
    • You will be a listener, a problem solver and in time a fountain of knowledge to help them achieve their financial goals.
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    • Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
    • Good working knowledge of IO and Platform.
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    • Minimum 2 years’ financial planning / IFA administration experience.
    • Have experience dealing with financial platforms and product providers.
    • Salary: Dependent on experience (£32,000 - £37,000).
    • Contract Type: Full Time or Part-time, Permanent.
    • Location: Home Based with field travel as required.
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    • Conducting financial planning research and analysis to support adviser recommendations.
    • Comparing products, providers and financial solutions.
    • Proficiency with financial planning back-office systems and Microsoft Office applications.
    • Strong technical knowledge of pensions, investments, protection, and…
    • Previous Paraplanning or technical administration experience within financial services.
    • Experience using research, risk profiling and financial planning…
    • 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…
    • Stakeholder Influence: Challenge financial assumptions, influence business decisions and ensure financial considerations are embedded within operational and…
    • You will work closely with an experienced team of financial planners, supporting the delivery of holistic financial planning tailored to each client’s needs and…
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    • Build confidence in sales with hands-on coaching from day one.
    • Many perks: From your fifth month, you’ll receive a company car and fuel card, a mobile phone,…
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    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.

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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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