Independent Financial Adviser

IDEX Consulting; Birmingham; On-site; GBP 60,000 - 75,000; Full time

Job summary

A financial planning firm in Birmingham seeks an ambitious Independent Financial Adviser to drive business development and holistic financial planning for high-value clients. This role emphasizes relationship-building and new client acquisition, supported by a strong team. Candidates must hold a Level 4 Diploma and have a strong business mindset. The firm offers competitive earnings aligned with performance and a pathway to long-term equity. A hybrid working model is available.

Benefits

Transparent revenue-based earnings model

Long-term equity opportunity

Strong back-office support

Qualifications

• Qualified Financial Adviser (Level 4 Diploma or equivalent) required.
• Strong new business mindset with proactive networking approach.
• Comfortable working with mid-to-high-net-worth clients.

Responsibilities

• Focus on business development and networking to build a long-term client base.
• Deliver holistic financial planning to high-net-worth clients.
• Work closely with experienced Paraplanners and administrators.

Skills

Business development

Networking

Client relationship management

Education

Level 4 Diploma or equivalent

Job description

Job description

A highly regarded, independent financial planning firm operating at the upper end of the market is looking to appoint an ambitious Independent Financial Adviser to join its Birmingham office.

This role is ideal for an adviser who is motivated by new business development, networking, and long-term career progression, rather than purely servicing an existing client book.

The firm works with high-value clients, typically advising families with £1.6m+ in assets (minimum £k). You'll be supported by a strong in-house team of Paraplanners and Administrators, allowing you to focus on advice, relationships, and growth.

The Role

• Focus on business development and networking to build a long-term client base
• Develop relationships with professional introducers and centres of influence
• Deliver holistic financial planning to high-net-worth clients
• Work closely with experienced Paraplanners and administrators
• Operate within a fully independent advice model
• Hybrid working from the Birmingham office

This is not a servicing-only role. The firm is specifically looking for advisers with the drive and confidence to build something meaningful.

Candidate Profile

• Qualified Financial Adviser (Level 4 Diploma or equivalent)
• Strong new business mindset with a proactive approach to networking
• Comfortable working with mid-to-high net worth clients
• Ambitious, commercially aware, and relationship-driven
• Keen to grow within a boutique, high-quality advice environment

Remuneration & Progression

• Basic salary up to £75, (depending on experience)
• Transparent revenue-based earnings model
• Initial salary aligned to c.25% of revenue
• Total package rising to c.33% of revenue once validated
• Long-term equity (EMI) opportunity available for the right individual

Why Apply?

• True independence with no consolidator culture
• High-quality client demographic
• Strong back-office and compliance support
• Clear pathway to higher earnings and long-term equity
• Opportunity to be part of a growing, entrepreneurial advisory firm