Senior Independent Financial Adviser

IDEX Consulting; Birmingham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A boutique financial advisory firm in Birmingham is seeking a Senior Independent Financial Adviser to manage and grow a high-net-worth client portfolio. This role offers autonomy, a transparent revenue share model, and a clear pathway to equity participation. Ideal candidates will have a loyal client bank and a strong track record in providing high-quality financial advice. Join a firm that values independence and offers strong support for its advisers, while directly benefiting from its ongoing growth.

Benefits

Transparent revenue share model

EMI equity participation

Strong in-house support team

Qualifications

• Proven track record advising high-net-worth clients.
• Demonstrable ability to transition and retain clients.
• Values independence, quality advice, and long-term relationships.

Responsibilities

• Manage and grow an existing portfolio of high-net-worth clients.
• Deliver holistic financial planning advice.
• Contribute to the strategic growth of the firm.

Skills

Experience as Independent Financial Adviser

Strong client relationship management

Commercial awareness

Ability to advise high-net-worth clients

Job description

A Strategic Opportunity for an Established Adviser

A well-established, independent financial planning firm operating at the higher end of the market is seeking a Senior Independent Financial Adviser to join the business as part of its long-term growth strategy.

This opportunity is ideal for an experienced adviser who has built a loyal, high-quality client book and is now looking for greater autonomy, influence, and the opportunity to share in the future value of the business.

The firm advises high-net-worth families, typically with £500k+ investable assets, and has grown organically to c.£600m AUM. Advice is fully independent, supported by a strong in-house team of Paraplanners and Administrators, with compliance provided through a leading network.

The Role

• Manage and grow an existing portfolio of high-net-worth clients
• Transition and retain a portable client book into the business
• Deliver holistic, long-term financial planning advice
• Act as a senior presence within the adviser team
• Contribute to the strategic growth and direction of the firm
• Build and maintain strong professional introducer relationships

Candidate Profile

• Highly experienced Independent Financial Adviser
• Demonstrable, loyal client bank capable of transitioning
• Strong track record advising high-net-worth clients
• Commercially minded with a long-term outlook
• Values independence, quality advice, and long-term client relationships

Remuneration & Equity

• Basic salary up to £90,000, aligned to revenue
• Transparent revenue share model
• Total earnings designed to reflect ongoing income and growth
• EMI equity participation available for the right individual

Why Consider This Opportunity?

• Genuine independence with no consolidator ownership
• High-quality client base and advice-led culture
• Strong in-house paraplanning and administration support
• Clear pathway to equity and long-term succession planning
• Opportunity to influence strategy and firm-wide decisions

This role offers a rare chance to join a boutique, high‑calibre advisory firm and directly benefit from its continued growth.

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.