Financial Advisor

IDEX Consulting Ltd; Birmingham; On-site; GBP 40,000 - 64,000; Full time

Job summary

IDEX Consulting Ltd. is seeking an experienced Financial Adviser in Birmingham to join an established team and manage an existing client portfolio from day one.

You will deliver holistic financial planning, build long-term client relationships and grow your own client bank with support from a paraplanning and administration team.

Qualifications

• Previous experience as a Financial Adviser / Financial Planner.
• Level 4 Diploma in Regulated Financial Planning is essential.
• Ability to build 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.
• Developing new business through referrals and your own network.
• Building relationships with professional introducers.
• Continuing to build long-term client relationships.

Skills

Client relationship management

Regulated financial planning knowledge

Business development

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