Wealth Advisor: Established Portfolio & Growth Path

IDEX Consulting Ltd; Birmingham; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Paraplanning support

Administration support

Professional development

Job summary

IDEX Consulting Ltd in Birmingham is partnering with a growing wealth management business to appoint an experienced Financial Adviser to join an established team with an existing client portfolio from day one.

The role focuses on holistic financial planning, long-term relationships, and opportunities to grow your own client bank, supported by paraplanning and administration teams and a clear path toward Chartered status.

Qualifications

• Previous experience as a Financial Adviser / Financial Planner
• Level 4 Diploma in Regulated Financial Planning - essential
• A genuine focus on long-term client relationships
• Chartered status or working towards Chartered would be advantageous

Responsibilities

• Managing and developing an existing client portfolio
• Delivering holistic financial planning and investment advice
• Conducting regular client reviews and developing tailored financial plans
• Building relationships with professional introducers
• Developing new business through referrals and your own network
• Continuing to build long-term client relationships

Skills

Relationship-building

Holistic financial planning

Client portfolio management

Business development

Regulatory compliance

Education

Level 4 Diploma in Regulated Financial Planning

Job description

IDEX Consulting Ltd in Birmingham is partnering with a growing wealth management business to appoint an experienced Financial Adviser to join an established team with an existing client portfolio from day one.

The role focuses on holistic financial planning, long-term relationships, and opportunities to grow your own client bank, supported by paraplanning and administration teams and a clear path toward Chartered status.