Independent Financial Advisor

4 days ago

Worcester, United Kingdom IDEX Consulting Ltd Full time

OverviewIndependent Financial Planner - Worcester or Coventry / Hybrid | Up to £65,000 + Bonus. Ambitious Financial Planner seeking the next step in a well-established independent financial planning firm.Are you an adviser with 2–5 years’ experience, confident managing client relationships, generating new business, and delivering holistic financial planning advice? You’ll join a firm with an existing client base and support to build your own portfolio over time.The RoleProvide comprehensive financial planning across pensions, investments, protection, and IHT planning.Take over a warm portfolio of established clients, ensuring continuity of service and building long-term relationships.Proactively identify new business opportunities and generate referrals through professional connections, networking, and client recommendations.Work collaboratively with paraplanners and administrators to deliver compliant, tailored financial advice.Maintain high professional and ethical standards in line with FCA regulations.What’s on OfferBasic salary up to £65,000, depending on experienceAttractive bonus structure linked to performance and new business generationClient bank provided, with additional clients available through succession planningHybrid working (office-based and client meetings across Worcestershire)Excellent administrative and paraplanning supportGenuine opportunity to build and grow your client base within a respected independent firmWho We’re Looking ForDiploma qualified (Level 4) Financial Adviser, ideally progressing toward Chartered status2–5 years’ experience providing regulated financial adviceProven relationship builder with strong communication and business development skillsConfident delivering holistic advice and managing client portfoliosSelf-motivated, proactive, and eager to grow within a supportive, forward-thinking environmentThis role offers the ideal mix of stability and opportunity, an established client base to inherit, plus the autonomy to develop your own book and shape your future success.Apply today or get in touch for a confidential chat to learn more. #J-18808-Ljbffr

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