Senior Independent Financial Adviser

3 days ago


Birmingham, United Kingdom IDEX Consulting Full time

Job description A Strategic Opportunity for an Established AdviserA 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 £k+ investable assets, and has grown organically to c.£m AUM. Advice is fully independent, supported by a strong in-house team of Paraplanners and Administrators, with compliance provided through a leading network.The RoleManage and grow an existing portfolio of high-net-worth clientsTransition and retain a portable client book into the businessDeliver holistic, long-term financial planning adviceAct as a senior presence within the adviser teamContribute to the strategic growth and direction of the firmBuild and maintain strong professional introducer relationshipsCandidate ProfileHighly experienced Independent Financial AdviserDemonstrable, loyal client bank capable of transitioningStrong track record advising high-net-worth clientsCommercially minded with a long-term outlookValues independence, quality advice, and long-term client relationshipsRemuneration & EquityBasic salary up to £90,, aligned to revenueTransparent revenue share modelTotal earnings designed to reflect ongoing income and growthEMI equity participation available for the right individualWhy Consider This Opportunity?Genuine independence with no consolidator ownershipHigh-quality client base and advice-led cultureStrong in-house paraplanning and administration supportClear pathway to equity and long-term succession planningOpportunity to influence strategy and firm-wide decisionsThis role offers a rare chance to join a boutique, high-calibre advisory firm and directly benefit from its continued growth.If you'd like this tailored further for discreet senior adviser outreach or want a short hiring-manager summary, just let me know.



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