Build affluent client relationships through independent financial advice, with flexible working available across Birmingham and the wider Midlands. Direct mentoring supports your development.

This Financial

Planner prospect suits a qualified adviser or IFA with two to five years’ advice experience. You will advise wealthy medical professionals across pensions, investments, protection, and wider planning. The business provides new enquiries, central support, and autonomy while you develop recurring fee income.

Key Responsibilities

- Convert seminar, event, introduction, and referral enquiries
- Build long-term relationships with increasingly affluent clients
- Provide broad independent financial planning advice
- Develop recurring fee income through your portfolio
- Work with paraplanning and administration support Requirements:
- Qualified Financial Planner or Independent Financial Adviser
- Two to five years’ advice experience
- Solid performance supported by client outcomes
- Ability to build trust with clients
- Chartered status or willingness to become Chartered Develop as an independent Financial Planner through mentoring, warm opportunities, and broad advice for affluent medical professionals.

📌 Financial Planner Independent Advice Midlands (Halifax Regional Municipality)
🏢 Exchange Street Financial Services
📍 Halifax Regional Municipality