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Wealth Adviser: Holistic Planning, Client
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-02-16
Listing for:
Employment Specialists Ltd
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial planning firm in East Anglia seeks an experienced Financial Adviser to join their Wealth Advisory team. You will inherit a loyal client base and focus on providing comprehensive financial planning advice across pensions, investments, protection, and estate planning. The role includes preparation of tailored recommendations and strong support from paraplanning and administration teams. Ideal candidates will have over 5 years of experience delivering regulated advice and possess strong relationship-building skills.
The firm offers a competitive salary, benefits, and bonus potential.
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