Bayford Hale
Investment Advisor
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Investment Advisor
Birmingham
Hybrid Working
Salary: £47,000 - £71,000 + Excellent Benefits
About the Opportunity
We're partnering with a leading UK wealth management and banking organisation to recruit an Investment Advisor to join its Birmingham office.
This is an excellent opportunity for an experienced investment professional to work with affluent and High Net Worth clients, delivering tailored investment advice and helping individuals achieve their long-term financial goals. You'll benefit from a strong internal referral network, an established client proposition, and the support of a highly respected financial services business.
The Role
As an Investment Advisor, you will:
- Provide regulated investment advice to affluent and High Net Worth clients.
- Build and maintain long-term client relationships through exceptional service.
- Identify and develop new business opportunities through internal referrals and client introductions.
- Understand clients' financial objectives and recommend suitable investment solutions.
- Keep up to date with financial markets and investment products to deliver informed advice.
- Ensure all client interactions and recommendations remain fully compliant with FCA regulations.
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About You
We're looking for professionals who have:
- A minimum Level 4 Diploma in Financial Planning (or equivalent).
- Experience providing regulated investment advice.
- Strong knowledge of investment markets and financial planning solutions.
- Excellent relationship management and communication skills.
- A client-first approach with the ability to build lasting relationships.
- A proactive mindset and passion for delivering outstanding client outcomes.
What's on Offer
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- Competitive salary (£47,000–£71,000 depending on experience)
- Hybrid working
- Generous pension contribution
- Private healthcare options
- Life assurance and income protection
- 27+ days annual leave plus bank holidays
- Flexible benefits package
- Ongoing professional development and clear career progression
- The opportunity to join a well-established and highly respected wealth management business.
About Bayford Hale
At Bayford Hale, we are a specialist search and recruitment firm partnering with wealth management, private banking, asset management, family office and financial planning businesses across the UK, Europe and the Middle East. We connect exceptional professionals with market-leading organisations through a discreet, relationship-driven approach, delivering long-term recruitment solutions built on trust and industry expertise.
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