Financial Advisor

IDEX Consulting Ltd; Birmingham; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Paraplanning support

Administration support

Professional development

Job summary

IDEX Consulting Ltd in Birmingham is partnering with a growing wealth management business to appoint an experienced Financial Adviser to join an established team with an existing client portfolio from day one.

The role focuses on holistic financial planning, long-term relationships, and opportunities to grow your own client bank, supported by paraplanning and administration teams and a clear path toward Chartered status.

Qualifications

• Previous experience as a Financial Adviser / Financial Planner
• Level 4 Diploma in Regulated Financial Planning - essential
• A genuine focus on long-term client relationships
• Chartered status or working towards Chartered would be advantageous

Responsibilities

• Managing and developing an existing client portfolio
• Delivering holistic financial planning and investment advice
• Conducting regular client reviews and developing tailored financial plans
• Building relationships with professional introducers
• Developing new business through referrals and your own network
• Continuing to build long-term client relationships

Skills

Relationship-building

Holistic financial planning

Client portfolio management

Business development

Regulatory compliance

Education

Level 4 Diploma in Regulated Financial Planning

Job description

I'm working with a highly respected, independent wealth management business that is continuing to grow its Birmingham office.

They're looking to appoint an experienced Financial Adviser to join an established and expanding team, with an existing client portfolio from day one.

This is a great opportunity for an adviser who enjoys building long-term client relationships and delivering holistic financial planning, but also wants the opportunity to grow their own client bank.

The opportunity

You'll inherit an established portfolio of clients and have the backing of a dedicated paraplanning and administration team, allowing you to focus on what you do best: advising clients and developing relationships.

There is also genuine opportunity to grow your business through referrals and professional introducers, including accountants and solicitors.

You'll be responsible for:

• Managing and developing an existing client portfolio
• Delivering holistic financial planning and investment advice
• Conducting regular client reviews and developing tailored financial plans
• Building relationships with professional introducers
• Developing new business through referrals and your own network
• Continuing to build long-term client relationships

What they're looking for

• Previous experience as a Financial Adviser / Financial Planner
• Level 4 Diploma in Regulated Financial Planning - essential
• A genuine focus on long-term client relationships
• Chartered status or working towards Chartered would be advantageous

What's on offer

• Established client portfolio from day one
• Competitive basic salary + attractive bonus structure
• Dedicated paraplanning and administration support
• Genuine progression within a growing national business
• Ongoing professional development and support towards Chartered status