Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Build client relationships and deliver tailored financial advice.
- Company: Join a forward-thinking wealth management firm in Birmingham.
- Benefits: Earn up to £100,000 with hybrid working and career progression.
- Why this job: Make a real impact while working with a dynamic team and established clients.
- Qualifications: Diploma qualified; experience in financial planning and strong technical knowledge required.
- Other info: Access to ongoing professional development and high-quality leads.
The predicted salary is between 72000 - 120000 £ per year.
We are seeking an experienced and client-focused Financial Planner to join a well-established and forward-thinking wealth management business in Birmingham. This role offers a rare opportunity to build on an existing book of clients, work with a dynamic team, and deliver high-quality, holistic financial planning advice.
Role Purpose
The Financial Planner will be responsible for building long-term relationships with new and existing clients, delivering personalised and compliant financial advice, and helping clients achieve their financial goals. The role is central to the firm’s commitment to maintaining high standards of client service and professional excellence.
Key Responsibilities
- Develop and execute a personal business plan in line with agreed performance targets.
- Provide tailored, goals-based financial planning advice to new and existing clients.
- Maintain and grow client relationships through regular reviews and ongoing service.
- Build and manage a pipeline of prospective clients and referrals through professional relationships and networking.
- Collaborate effectively with internal stakeholders including paraplanners and investment managers.
- Conduct regular portfolio reviews to ensure continued suitability of advice and investment strategy.
- Actively contribute to business development through networking, referrals, and events.
- Maintain up-to-date knowledge of regulatory requirements, market trends, and financial products.
- Uphold the firm’s standards and values in all client and professional interactions.
Skills and Experience Required
- Diploma qualified (DipPFS or equivalent) – Chartered status preferred or working towards.
- Demonstrated experience in delivering financial planning advice on a fee-based model.
- Strong technical knowledge across investments, pensions, tax planning, and protection.
- Proven ability to build rapport and retain long-term client relationships.
- Comfortable engaging with high-net-worth individuals and professional connections.
- Excellent organisational skills and the ability to manage multiple client needs simultaneously.
- Strong commitment to compliance and professional development.
What’s on Offer
- Basic salary of up to £100,000, plus performance-related incentives.
- Hybrid working environment with access to modern Birmingham offices.
- A well-supported proposition including paraplanning, administration, and marketing.
- Access to an established client base and high-quality leads.
- Ongoing CPD, career progression pathways, and professional development support.
If you’re a Financial Planner looking for your next move with a respected and growing firm, we’d love to hear from you.
Independent Financial Adviser employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser
✨Tip Number 1
Network actively within the financial services community in Birmingham. Attend local events, seminars, and workshops to meet potential clients and industry peers. Building relationships can lead to referrals and opportunities that align with your expertise.
✨Tip Number 2
Stay updated on the latest market trends and regulatory changes. This knowledge will not only enhance your credibility but also allow you to provide informed advice to clients, making you a more attractive candidate for the role.
✨Tip Number 3
Consider joining professional associations or groups related to financial planning. These platforms can offer valuable resources, networking opportunities, and insights into best practices that can help you stand out in your application.
✨Tip Number 4
Demonstrate your commitment to client service excellence by sharing examples of how you've successfully built and maintained client relationships in the past. Highlighting your client-centric approach can resonate well with potential employers.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly your ability to build client relationships and deliver tailored advice. Use specific examples that demonstrate your success in similar roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the firm's values. Mention how your skills align with their needs and express your enthusiasm for contributing to their team.
Highlight Relevant Qualifications: Clearly state your qualifications, such as your Diploma (DipPFS or equivalent) and any progress towards Chartered status. Emphasise your technical knowledge in investments, pensions, and tax planning to stand out.
Showcase Your Client Management Skills: In your application, provide examples of how you've successfully managed client relationships and delivered high-quality service. This will demonstrate your fit for the role's focus on maintaining and growing client connections.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Numbers
As a Financial Planner, it's crucial to demonstrate your understanding of financial metrics and market trends. Be prepared to discuss specific examples of how you've helped clients achieve their financial goals through tailored advice.
✨Showcase Relationship-Building Skills
Highlight your experience in building long-term client relationships. Share stories that illustrate your ability to connect with clients, understand their needs, and provide personalised service.
✨Stay Updated on Regulations
Make sure you're well-versed in the latest regulatory requirements and market trends. This knowledge will not only impress your interviewers but also show your commitment to compliance and professional excellence.
✨Prepare for Scenario Questions
Expect scenario-based questions where you may need to demonstrate your problem-solving skills. Think about past experiences where you successfully navigated complex client situations and be ready to share those insights.
