Financial Planning Advisor

Department: Business Advisory

Employment Type: Permanent

Location: Halesowen

Description

Jerroms Financial Planning is a well-established Independent Financial Advisory firm with a strong track record of sustainable growth.

As part of the Sumer Group, the UK's 11th largest accountancy firm, we work closely with accountancy practices across the group, supporting SMEs and their owners with high-quality financial planning. This provides our advisers with a strong network of professional introductions and the opportunity to build long-term, trusted client relationships within a collaborative and supportive environment.

The Role

We're looking for an ambitious and relationship-focused individual who enjoys working with people and building trust. Whether you're Chartered or Diploma-qualified, what matters most is your professionalism, integrity, commitment to delivering excellent client outcomes, and desire to continue developing your career.

Within your first six months, we will work with you with the aim of progressing into a full advisory role, taking ownership of your own accountancy firm relationships while benefiting from ongoing mentoring, coaching, and support from an experienced team.

What we can offer:

• A structured development pathway with mentoring and support at every stage.
• Access to the strength and reputation of the Sumer Group and its established introducer network.
• The opportunity to build long-term relationships with accountancy firms and their clients.
• Genuine career progression within a business that believes in developing talent from within.
• The opportunity to shape your own career, client bank, and earning potential as you become established.

This is a rare opportunity to fast-track your career as an Independent Financial Adviser while benefiting from the scale, reputation, and collaborative network of the Sumer Group. If you're looking to develop your advisory career in a supportive environment with excellent long-term prospects, we'd love to hear from you.

Skills, Knowledge & Expertise

• Diploma in Financial Planning (Level 4) as a minimum, with Chartered status desirable but not essential.
• Experience in a financial planning or wealth management environment.
• Strong interpersonal and relationship-building skills with the ability to earn clients' trust.
• Excellent communication and presentation skills.
• A client-focused approach with a commitment to delivering high-quality advice and service.
• Strong organisational skills with the ability to manage multiple priorities effectively.
• A proactive attitude, commercial awareness, and a genuine desire to develop your career.
• High levels of professionalism, integrity, and attention to detail.
• Ability to work independently while also collaborating effectively within a wider professional team.

Belong @ Sumer

At Sumer, we know everyone's journey is different. That's why we're committed to fairness, removing barriers, and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.

Our values represent what matters most to us and guide how we work every day:

• We Shine Together
• We Do the Right Thing
• We Make It Count

We know diverse teams make us stronger. That's why we're creating an inclusive workplace where everyone belongs and differences are valued and celebrated.