IDEX Consulting Ltd
Financial Advisor
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The Opportunity
I’m working with a highly respected, independent wealth management business that is continuing to grow its Birmingham office.
They’re looking to appoint an experienced Financial Adviser to join an established and expanding team, with an existing client portfolio from day one.
This is a great opportunity for an adviser who enjoys building long-term client relationships and delivering holistic financial planning, but also wants the opportunity to grow their own client bank.
The Opportunity
You’ll inherit an established portfolio of clients and have the backing of a dedicated paraplanning and administration team, allowing you to focus on what you do best: advising clients and developing relationships.
There is also genuine opportunity to grow your business through referrals and professional introducers, including accountants and solicitors.
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You’ll be responsible for:
- 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
What They’re Looking For
- Previous experience as a Financial Adviser / Financial Planner
- Level 4 Diploma in Regulated Financial Planning – essential
- Strong experience delivering holistic financial advice
- A genuine focus on long-term client relationships
- Chartered status or working towards Chartered would be advantageous
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What’s on Offer
- Established client portfolio from day one
- Competitive basic salary + attractive bonus structure
- Dedicated paraplanning and administration support
- Hybrid working
- Genuine progression within a growing national business
- Ongoing professional development and support towards Chartered status
- Comprehensive benefits package
If you’re an experienced adviser considering your next move in Birmingham, I’d be happy to have a confidential conversation and give you a little more detail on the business, client proposition and opportunity.
Drop me a message or get in touch directly for a confidential chat.
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