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Financial Adviser jobs in Stourbridge

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    • A minimum of two years of advisory experience within professional financial planning.
    • If you are looking to move away from rigid sales targets and towards…
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Job Post Details

Independent Financial Adviser
Capio Recruitment
Birmingham
•
Hybrid work
£55,000 - £70,000 a year
Full-time
Apply now

Job details

£55,000 - £70,000 a year
Referral programme, Financial planning services, Annual leave, Life insurance, Employee assistance programme, Company pension, Work from home
Full-time
Hybrid work in Birmingham

Full job description

Independent Financial Adviser – Birmingham

Salary: Up to £70,000

Benefits: Performance bonus, 25 days annual leave plus bank holidays, Group Life Assurance (4x salary), Company Pension, Employee Assistance Programme, Financial wellbeing support.

About the Company

An organically growing financial planning practice based in the Midlands with a clear commitment to sustainable expansion. Focused firmly on holistic advice and long-term client care, the firm fosters a supportive, collaborative culture where quality of service and people development take priority over transactional targets.

Role Summary

If you are looking to move away from rigid sales targets and towards genuine, relationship-led financial planning, this role offers the ideal platform. Joining a growing business with ambitious plans, you will benefit from comprehensive paraplanning and administrative infrastructure, allowing you to focus on high-quality advice and personal career development in a collegiate environment.

Key Responsibilities

● Deliver bespoke, holistic financial planning advice across investments, pensions, and estate planning, sharpening your technical advisory capabilities across diverse and complex client scenarios.

● Cultivate and manage long-term relationships with private clients, giving you an engaged portfolio and the autonomy to act as their primary trusted adviser.

● Collaborate directly with an established in-house paraplanning and administrative support team, freeing your capacity to focus on client-facing strategy rather than file administration.

● Contribute directly to the ongoing organic expansion of the firm, providing you with high internal visibility and long-term career progression as the business grows.

Requirements

● A minimum of two years of advisory experience within professional financial planning.

● DipPFS qualified or equivalent, progress towards Chartered or Chartered desirable.

● Strong technical expertise across holistic wealth planning, tax-efficient structures, and retirement planning.

● A collaborative, client-focused approach with proven capability in managing and sustaining professional client relationships.

If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet.

Related Job Titles: Chartered Financial Planner, Independent Financial Adviser, Wealth Planner, Financial Adviser, IFA

Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.

INDWE

Pay: £55,000.00-£70,000.00 per year

Benefits:

  • Company pension
  • Financial planning services
  • Life insurance
  • Work from home

Work Location: Hybrid remote in Birmingham

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