Independent Financial Adviser

Independent Financial Adviser

Full-Time 72000 - 120000 £ / year (est.) No home office possible
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Are you an ambitious Financial Planner looking to take the next step in your career, with the perfect blend of existing clients and room to grow? We\’re working with a well-established independent financial planning firm that\’s looking to hire a talented Independent Financial Planner to join their expanding team. This is a fantastic opportunity for an Adviser with 2-5 years\’ experience who\’s confident managing client relationships, generating new business and delivering holistic financial planning advice. You\’ll benefit from an existing client base, including a number of long-standing relationships transitioning from a retiring Adviser, while also being encouraged and supported to build your own portfolio of clients. The Role Provide 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 Offer Basic salary up to £65,000, depending on experience Attractiv… #J-18808-Ljbffr

Independent Financial Adviser employer: IDEX Consulting Ltd

Join a respected wealth management firm in Birmingham that prioritises employee growth and offers a flexible working environment. With a strong client base and a commitment to professional excellence, you will have the opportunity to build meaningful relationships while receiving ongoing support for your career progression. Enjoy a collaborative work culture that values compliance and personal development, making it an ideal place for ambitious Financial Planners.
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Contact Detail:

IDEX Consulting Ltd Recruiting Team

Independent Financial Adviser
IDEX Consulting Ltd
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