IDEX Consulting Ltd
Financial Advisor
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'm working with a highly respected, independent wealth management business that is continuing to invest in its Birmingham office. Due to continued growth, they're looking to appoint an experienced Financial Advisor to join their expanding team.
This is an excellent opportunity for an adviser who is passionate about delivering holistic financial planning and building long-term client relationships. You'll inherit an established client portfolio from day one, with the support to further develop your own business through referrals and professional introducers. Backed by a dedicated paraplanning and administration team, you'll be able to focus on providing first-class advice and creating exceptional outcomes for your clients.
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The Role
- Manage and develop an existing portfolio of clients.
- Deliver holistic financial planning and investment advice.
- Conduct regular client reviews and create tailored financial plans.
- Build relationships with professional introducers including accountants and solicitors.
- Grow your client bank through referrals and business development.
About You
- Previous experience as a Financial Planner or Independent Financial Adviser.
- Level 4 Diploma qualified (essential).
- Chartered or working towards Chartered (preferred).
- Passionate about delivering outstanding client outcomes and building long-term relationships.
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What's on Offer
- Competitive basic salary.
- Attractive bonus structure.
- Existing client portfolio.
- Full paraplanning and administrative support.
- Hybrid working.
- Genuine career progression within a growing national business.
- Ongoing professional development and support towards Chartered status.
- Comprehensive benefits package
If you're interested in finding out more, or you'd like a confidential discussion about the role and the wider market, please get in touch.
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