Financial Planner in Berkswell

Experienced Financial Adviser
Hybrid/Remote – Office based between Solihull and Coventry

We are seeking an experienced Financial Adviser (2 years+) to join a highly regarded wealth firm based between Solihull and Coventry.

The position offers genuine flexibility and a readymade client bank, with the option to join on either an employed or self-employed basis, and the ability to work remotely with occasional visits to the office.

Structure Options: Employed:

• Basic salary: £50,000-£60,000
• 70% Initial Advice Fees (IAF)
• 50% Ongoing Advice Fees (OAF)
• Dedicated support via a pod structure

Self-Employed:

• Monthly retainer
• 70% Initial Advice Fees (IAF)
• 50% Ongoing Advice Fees (OAF)
• Dedicated support via a pod structure

Key Responsibilities:

• Manage and develop a portfolio of private clients, delivering high-quality financial planning and advice
• Leverage an existing client bank while actively growing it through referrals and new business activity
• Work collaboratively within a pod structure, benefiting from diary management, paraplanning, administration, marketing, and new business support

Compensation and Benefits:

• Attractive fee-sharing terms (70% IAF, 50% OAF) across both options
• Access to an existing client bank
• Strong operational support to enhance client service and adviser productivity
• Remote working available from anywhere in the UK, with occasional team meetings

This opportunity is ideal for an experienced adviser (minimum two years\’ experience) who is looking for strong infrastructure, and flexibility in how they work.

If you are motivated to grow and develop within a respected practice, we would welcome an initial conversation.