Full job descriptionInheriting an active, loyal client portfolio makes this Financial Advisor role in Solihull, West Midlands, a rare market opportunity offering £55,000 to £65,000 base with realistic £80,000 OTE.


Your purpose
Stepping into an established team as an employed Financial Advisor, you will take immediate custodianship of an existing book of 60 households. Your primary focus is building trusted client relationships, collaborating with established local professional introducers.


Your day to day
- Conduct comprehensive financial reviews for an inherited portfolio of around 60 client households.
- Manage specialist trust planning and ongoing advice in partnership with connected legal practices.
- Collaborate with local professional introducers to generate new business opportunities across the region.
- Organise client review travel across the Midlands, managing your diary and scheduling independently.
- Utilise modern tech infrastructure to progress new business from advice to completion quickly.


Financial Advisor Requirements
- Level 4 Diploma in Regulated Financial Planning (essential).
- Demonstrable experience providing regulated holistic advice, either independent or restricted (essential).
- Professional dedication towards achieving Chartered Financial Planner status (desirable).
- Proven track record of managing established client relationships alongside proactive business development (essential).
- Ability to manage occasional travel for regional client reviews (essential).


Who you’d be joining
You will join a forward-thinking, chartered wealth management practice with an established Midlands hub. The firm champions modern advice delivery, streamlining administrative processes and cash flow modelling so you can focus entirely on client outcomes and relationship management.


What you get in return
- Base salary of £55,000 to £65,000 with realistic first-year OTE of £80,000.
- Lucrative annual bonus scheme paying 33% on all fees generated above validation.
- Flexible working pattern with complete diary autonomy and monthly team meetings.
- Full paraplanning, administration, and dedicated compliance support provided centrally.


What happens next
Your application comes directly to Premier Jobs UK, not straight to the employer. Our specialist consulting team reviews every single application and replies to every candidate, whether taken forward or not. Where your background fits, we will schedule a consultative screening call to understand your career aspirations in depth.


To discuss this Financial Advisor position in Solihull, apply today.


Liability and disclaimer
Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.