Independent Financial Advisor
Confirmed on the employer's own hiring board on Oct 15, 2026. First seen by Alion on Oct 7, 2026.
Jerroms Financial Planning, part of the Sumer Group, is a well-established and growing directly authorised Independent Financial Advisory firm, managing more than £250 million of client assets and providing high-quality financial planning advice to individuals, families, business owners and SMEs.
We work closely with five Jerroms accountancy offices across the Midlands and a broader network of Sumer’s accounting firms throughout the UK.
These established professional relationships will provide you with regular client introductions and the opportunity to build long-term, trusted relationships with business owners, company directors and their families.
Our advisers benefit from a strong investment proposition, modern financial planning technology and experienced support from advisers, paraplanners and administrators. They also work alongside specialist departments across accountancy, tax, corporate finance, wills and estate planning, helping to ensure clients receive truly holistic advice.