Independent Financial Adviser

IDEX Consulting; West Midlands; On-site; GBP 68,000 - 80,000; Full time

Job summary

A leading financial services firm in the West Midlands is seeking an experienced Independent Financial Planner to manage and grow a client portfolio. The role involves delivering tailored financial planning and advice to clients with assets over £160k. Competitive salary of up to £80,000, along with private medical insurance, a generous pension scheme, and flexible working arrangements.

Benefits

Competitive salary up to £80,000

Private medical insurance after probation

Generous pension scheme

25 days annual leave plus option to buy/sell

Life assurance and health cash plan

Flexible working arrangements

Discretionary performance-related bonus

Qualifications

• Proven experience as a Financial Planner.
• Strong attention to detail.
• SPS & CAS holder.

Responsibilities

• Build and develop a client base.
• Deliver holistic financial planning advice.
• Meet and exceed revenue targets.
• Maintain existing client relationships.
• Conduct sales and marketing activities.

Skills

Strong technical competence in financial planning

Excellent communication skills

Analytical mindset

Coaching skills

Experience in paraplanning

Education

Diploma in Financial Planning (or equivalent)

Advanced Diploma/Chartered status

Tools

Microsoft Word

Microsoft Excel

Database management

Job description

About the role

We're expanding rapidly in a dynamic and evolving wealth management environment, backed by strong private equity support and driven by a strategy focused on growth through acquisition and innovation. This is an exciting time to join a business that combines the energy of a start‑up with the stability of a well‑capitalised group. As an Independent Financial Planner, you will play a key role in growing and managing your own client portfolio. You'll deliver comprehensive financial planning and expert advice to private clients with assets of over £160k, helping them achieve their financial goals through tailored wealth management, employee benefits, and retirement planning solutions.

What you’ll do

• Build and develop a client base from both existing and new prospects, driving new business growth.
• Deliver holistic financial planning advice aligned with client needs, ensuring excellent service at every stage.
• Meet and exceed revenue and new business targets set by management.
• Identify opportunities for cross‑selling and referrals within the wider business group.
• Maintain and deepen existing client relationships, proactively identifying further advice needs.
• Conduct sales and marketing activities to generate new client enquiries.
• Provide advice that complies fully with regulatory and company standards.
• Keep your professional knowledge and qualifications up to date, maintaining your ‘Fit and Proper’ status.
• Collaborate with other business units and external professional contacts to expand business opportunities.
• Deliver an outstanding client experience, ensuring prompt responses and clear communication.
• Undertake ad hoc projects and tasks as required, always prioritising client needs and regulatory compliance.

What we’re looking for

• Proven experience as a Financial Planner with strong technical competence across all areas of financial planning.
• Diploma in Financial Planning (or equivalent) essential; Advanced Diploma/Chartered status desirable or willingness to progress.
• SPS & CAS holder.
• Analytical mindset with exceptional attention to detail.
• Strong communication and coaching skills.
• Experience in paraplanning is a plus but not essential.
• Proficiency in Microsoft Word, Excel, and database management.
• Experience with cash flow modelling is advantageous.

Why join us?

We value professionalism, trust, and innovation. Our culture encourages creative thinking, embraces change, and supports your professional growth.

Benefits include:

• Competitive salary up to £80,000
• Private medical insurance after probation
• Generous pension scheme (7.5% employer contribution; minimum 3% employee)
• 25 days annual leave plus option to buy/sell up to 5 days
• Office closure over Christmas period
• Life assurance and health cash plan
• Flexible working arrangements with remote and Midlands‑based options
• Discretionary performance‑related bonus
• Employee assistance programme
• And a comprehensive range of additional flexible benefits

If you’re ready to take the next step in your career with a fast‑growing, ambitious wealth management business, we want to hear from you.

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.