Financial Adviser

IDEX Consulting; Wolverhampton; On-site; GBP 50,000 - 75,000; Full time

Job summary

A leading Chartered Independent Financial Advice firm in Wolverhampton is seeking a qualified Financial Adviser. This role offers the opportunity to inherit a loyal client portfolio while providing comprehensive financial advice. With a strong focus on client relationships and a supportive team, this position promises long-term stability and career development within a respected firm.

Benefits

Competitive salary up to £75,000

Attractive bonus scheme

Comprehensive benefits package

Full paraplanning and administrative support

Supportive and inclusive company culture

Qualifications

• Qualified Financial Adviser with experience in providing holistic advice.
• Ability to manage client portfolios and ensure compliance with regulations.

Responsibilities

• Inherit and manage a portfolio of existing clients.
• Provide whole-of-market advice across investments, pensions, and estate planning.
• Develop new business through referrals and supported lead generation.

Skills

Holistic financial advice

Client relationship management

Compliance with FCA

Job description

A fantastic opportunity has arisen for a qualified Financial Adviser in Wolverhampton to join a well-established and highly respected Chartered Independent Financial Advice firm.

Following a recent acquisition, you will inherit an existing book of loyal clients, with the support and flexibility to grow your portfolio further. This is a chance to join a firm with a strong reputation, excellent staff retention, and a genuinely collaborative, client-first culture.

Role Highlights:

• Inherit and manage a portfolio of existing clients
• Provide holistic, whole-of-market advice across investments, pensions, protection, and estate planning
• Build relationships and develop new business through referrals and supported lead generation
• Work closely with a skilled in-house team including Paraplanners and administrators
• Ensure ongoing compliance with FCA requirements and uphold ethical advice standards

What's on Offer:

• Competitive salary up to £75,000 (dependent on experience)
• Attractive bonus scheme linked to performance
• Comprehensive benefits package including pension, holiday, and study support
• Full paraplanning and administrative support
• Supportive and inclusive company culture
• Opportunity to develop your career within a top-tier, client-focused IFA firm

This role is ideal for an adviser seeking long-term stability, strong client relationships, and the chance to work with a high-quality team in a professional yet friendly environment.

Apply to find out more!

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.