Independent Financial Adviser

IDEX Consulting; Birmingham; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial advisory firm in Birmingham is seeking an experienced Independent Financial Adviser to deliver tailored financial advice and develop lasting client relationships. The role offers a competitive salary with uncapped performance bonuses, 25 days of holiday, and hybrid working options, ensuring a supportive environment for your growth and success.

Benefits

Competitive salary plus performance bonuses

25 days holiday, rising to 30 with service

Option to purchase additional holiday

Contributory pension scheme

Fully funded exams with paid study leave

Cycle-to-work scheme

Qualifications

• Essential Level 4 Diploma in Regulated Financial Planning.
• Proactive business development and networking skills.
• Confident in delivering exceptional client service.

Responsibilities

• Deliver holistic financial advice tailored to clients' needs.
• Build and maintain strong client relationships.
• Identify and develop new business opportunities.
• Produce accurate investment reports for clients.

Skills

Proactive approach to business development

Self-motivation

Exceptional client service

Building strong relationships

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Are you an experienced Adviser who thrives on helping clients achieve financial freedom? Do you want to work with a respected, independent firm that gives you the tools, support and flexibility to succeed?
We're seeking a driven Independent Financial Adviser to join our private wealth division, supporting professionals at all stages of their careers to plan and secure their financial futures. You'll have the freedom to provide truly independent advice while developing your expertise and growing your client base in a supportive environment.

What you'll bring

• Level 4 Diploma in Regulated Financial Planning (essential to advise clients)
• A proactive approach to business development, networking and presentations
• Confidence, self-motivation and a passion for delivering exceptional client service
• The drive to build strong relationships while growing your own portfolio

What you'll do

• Deliver holistic financial advice tailored to each client's needs
• Build and maintain strong, lasting client relationships through regular reviews and presentations
• Work closely with experienced Advisers to enhance your skills and grow your confidence
• Identify and develop new business opportunities to expand your reach
• Produce clear, accurate investment reports to support client decisions

What's on offer

• Competitive basic salary plus uncapped performance bonuses
• 25 days holiday (rising to 30 with service), plus bank holidays
• Option to purchase additional holiday
• Hybrid working for flexibility and work-life balance
• Contributory pension scheme & life assurance
• Fully funded exams with paid study leave
• Comprehensive training and development programme
• Cycle-to-work scheme, flexible benefits and wellbeing support
• Two paid volunteering days per year to make a difference in your community
• A supportive, inclusive culture where your career can thrive

If you're ready to take the next step in your career and work with a firm that values your ambition, expertise and independence, we want to hear from you.
Apply now and start shaping your future today.

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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.