Independent Financial Adviser

3 days ago


Birmingham, United Kingdom IDEX Consulting Full time

Job description A highly regarded, independent financial planning firm operating at the upper end of the market is looking to appoint an ambitious Independent Financial Adviser to join its Birmingham office.This role is ideal for an adviser who is motivated by new business development, networking, and long-term career progression, rather than purely servicing an existing client book.The firm works with high-value clients, typically advising families with £1.6m+ in assets (minimum £k). You'll be supported by a strong in-house team of Paraplanners and Administrators, allowing you to focus on advice, relationships, and growth.The RoleFocus on business development and networking to build a long-term client baseDevelop relationships with professional introducers and centres of influenceDeliver holistic financial planning to high-net-worth clientsWork closely with experienced Paraplanners and administratorsOperate within a fully independent advice modelHybrid working from the Birmingham officeThis is not a servicing-only role. The firm is specifically looking for advisers with the drive and confidence to build something meaningful.Candidate ProfileQualified Financial Adviser (Level 4 Diploma or equivalent)Strong new business mindset with a proactive approach to networkingComfortable working with mid-to-high net worth clientsAmbitious, commercially aware, and relationship-drivenKeen to grow within a boutique, high-quality advice environmentRemuneration & ProgressionBasic salary up to £75, (depending on experience)Transparent revenue-based earnings modelInitial salary aligned to c.25% of revenueTotal package rising to c.33% of revenue once validatedLong-term equity (EMI) opportunity available for the right individualWhy Apply?True independence with no consolidator cultureHigh-quality client demographicStrong back-office and compliance supportClear pathway to higher earnings and long-term equityOpportunity to be part of a growing, entrepreneurial advisory firm



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