Give us a call on 0117 379 0818

IFA, Birmingham

£35000 - £50000 plus benefits and bonuses

IFA required in Birmingham, competitive basic salary and excellent earnings potential

A long established and respected Financial Advisory organisation with a solid reputation for providing clients with trusted long-term advice seek a Level 4 qualified IFA to join its Birmingham office.

The Company are proud to provide independent, holistic advice to clients nationally on a range of products that complement the clients' financial goals and objectives.

You will be provided with administration support, research and marketing, professional development and on-going training.

The Responsibilities:

  • Create a Business Plan with management and work towards agreed targets and goals
  • Undertake frequent client meetings with existing and prospective clients
  • Provide holistic financial planning to prospective and existing clients, meeting their financial goals and objectives
  • Act in a compliant manner, deliver an outstanding level of customer service and ensuring you adhere to the FCA rules and regulations
  • Professionally service the needs of existing clients, create new opportunities via networking and referrals and look to build a network of professional introducers
  • Generate a pipeline that is of sufficient level to meet planned business targets
  • In line with business standards, ensure all client data, business transactions and information is recorded in a timely manner

About You:

  • Level 4 Qualified as a minimum
  • At least 2 years' experience working in a client facing role
  • Self-motivated and hungry to succeed
  • Professionalism, gravitas and integrity 
  • Comfortable completing investment reports and using research tools
  • Strong communication skills with clients, administration staff and management
  • Technically sound across Pensions and Investments
  • IT Literate
  • Keen to pursue further industry qualifications for professional development and desire to increase technical knowledge in specialist areas


  • Competitive Salary + commissions
  • Continued support to develop professionally
  • Opportunity to progress
  • Admin support, Marketing and lead generation
  • 25 days holiday per year which increases with service plus Bank Holidays
  • Death in service benefit is 4 x basic salary
  • Following completion of 3 months service, employees will be automatically enrolled into the company’s contractual pension scheme on a 3% employee and 3% employer contribution basis

You can spend a maximum of 20% of basic salary on a range of flexible benefits which include;

  • Private Medical Insurance
  • Dental Insurance
  • Childcare Vouchers
  • Gourmet Society
  • Critical Illness Cover
  • Health Screening
  • Health Cash Plan
  • Life Assurance


To discuss in confidence please get in touch on 01173 790818.


Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: