Independent Financial Adviser

IDEX Consulting; West Midlands Combined Authority; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A growing wealth management firm is seeking an Independent Financial Adviser in the West Midlands. The role involves building client relations, delivering tailored financial solutions, and achieving business targets. Ideal candidates will have a Diploma in Financial Planning and strong communication skills, alongside a competitive salary package and additional benefits.

Benefits

Private medical insurance after probation

25 days annual leave

Flexible working arrangements

Discretionary performance-related bonus

Qualifications

• Proven experience as a Financial Planner.
• Diploma in Financial Planning (or equivalent) essential.
• SPS & CAS holder.

Responsibilities

• Build and develop a client base from existing and new prospects.
• Deliver holistic financial planning advice.
• Identify opportunities for cross-selling and referrals.

Skills

Communication skills

Analytical mindset

Attention to detail

Education

Diploma in Financial Planning

Tools

Microsoft Word

Microsoft Excel

Job description

Social network you want to login/join with:

Independent Financial Adviser, West Midlands

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Client:

IDEX Consulting

Location:

West Midlands, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

8d590bf46d10

Job Views:

6

Posted:

19.08.2025

Expiry Date:

03.10.2025

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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 £k, 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,
• Private medical insurance after probation
• 25 days annual leave plus option to buy/sell up to 5 days
• 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.