At a Glance
- Tasks: Provide tailored financial advice and build strong client relationships.
- Company: Join a growing, client-focused wealth management team.
- Benefits: Earn up to £80,000 plus bonuses, generous holidays, and flexible benefits.
- Other info: Collaborative environment with excellent career development opportunities.
- Why this job: Make a real impact on clients' financial futures while enjoying remote work flexibility.
- Qualifications: Level 4 Diploma in Financial Planning and experience in holistic advice.
The predicted salary is between 57600 - 96000 € per year.
Independent Financial Adviser- Remote / Midlands
Location: Remote, with Midlands client base
Salary: Up to £80,000 + Benefits
Contract: Permanent | Flexible Working
About the Role
We are seeking an experienced Independent Financial Adviser to join a growing and client-focused wealth management team. This is a fantastic opportunity for an adviser who is passionate about helping clients define their goals and aspirations, and creating tailored financial plans to help them achieve long-term financial confidence.
You’ll play a pivotal role in guiding clients through important decisions, providing clear, holistic advice supported by technical expertise, and ensuring excellent client outcomes at every stage of their journey.
This role is remote with Midlands focus, giving you the flexibility to work from home while meeting clients both virtually and face-to-face as required.
Key Responsibilities
- Deliver holistic financial advice to new and existing clients through both face-to-face and virtual meetings.
- Build and maintain strong, long-term relationships, ensuring clients feel confident about their financial future.
- Use cash flow modelling and financial planning tools to provide clear and insightful advice.
- Drive business development by exploring new opportunities and establishing links with professional introducers.
- Manage a designated portfolio of clients, identifying ongoing advice needs and developing intergenerational connections.
- Keep up to date with market trends, regulatory changes, and industry developments.
- Uphold Consumer Duty responsibilities and maintain professional standards.
- Undertake continuous professional development to support your Statement of Professional Standing (SPS).
Qualifications & Skills
- Level 4 Diploma in Financial Planning (Level 6 / Chartered status desirable but not essential).
- Demonstrable experience providing holistic financial advice.
- Proven ability to build and retain strong client relationships.
- Strong technical and regulatory knowledge, with experience of Consumer Duty.
- Skilled in cash flow modelling to support advice recommendations.
- Excellent communication and presentation skills, with the ability to explain complex information clearly.
- Organised, adaptable, and able to manage diverse client needs in a fast-paced environment.
What’s on Offer
- Salary up to £80,000 plus discretionary bonus (performance-related).
- Generous holiday entitlement- 30 days plus bank holidays, with the option to buy or sell 5 days.
- Private Medical Insurance, Life Insurance, and Health Screening.
- Matched pension contribution up to 15% of base salary.
- Flexible cash allowance to personalise your benefits (e.g. dental cover, sabbatical leave, gym membership, menopause support).
- Access to free financial advice for your own financial future.
- Career development support with ongoing training and professional progression.
- Flexible working patterns, including hybrid and remote options.
Why Join?
This is an opportunity to be part of a collaborative, inclusive, and forward-thinking team where your development is supported, and your ideas are welcomed. You’ll have the chance to deliver outstanding advice to an established client base while building new relationships across the Midlands.
If you’re ready to take the next step in your career as an Independent Financial Adviser, we’d love to hear from you.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Finance
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Independent Financial Advisor- Remote Midlands in Birmingham employer: IDEX Consulting Ltd
Join a dynamic and client-focused wealth management team as an Independent Financial Advisor, where you can enjoy the flexibility of remote work while serving clients across the Midlands. With a competitive salary of up to £80,000, generous benefits including 30 days holiday, and a strong emphasis on professional development, this role offers a supportive and inclusive work culture that values your contributions and encourages your growth. Experience the satisfaction of making a meaningful impact in clients' financial journeys while being part of a forward-thinking organisation that prioritises your well-being and career progression.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor- Remote Midlands in Birmingham
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join online forums. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial planning. This not only highlights your knowledge but also attracts potential clients and employers.
✨Tip Number 3
Practice your pitch! Whether it’s a virtual meeting or a face-to-face chat, be ready to explain your approach to financial advice clearly and confidently. Tailor your message to resonate with your audience's needs.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for passionate advisers who want to make a difference. Your next opportunity could be just a click away!
We think you need these skills to ace Independent Financial Advisor- Remote Midlands in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight your experience in providing holistic financial advice and building strong client relationships, as these are key for us.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about helping clients achieve their financial goals. Share specific examples of how you've done this in the past, and don’t forget to mention your technical expertise!
Showcase Your Communication Skills:Since excellent communication is crucial for this role, make sure your application is clear and well-structured. We want to see how you can explain complex information simply, so keep it straightforward and engaging.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with our team!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around cash flow modelling and the latest regulatory changes. Being able to discuss these topics confidently will show that you're not just experienced but also up-to-date with industry standards.
✨Build Rapport
Since this role is all about building long-term relationships with clients, practice how you can connect with your interviewer. Use examples from your past experiences where you've successfully built client relationships to demonstrate your skills.
✨Showcase Your Passion
Let your enthusiasm for helping clients achieve their financial goals shine through. Share stories that highlight your commitment to providing holistic advice and how it has positively impacted your clients' lives.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and the company. You might want to ask about their approach to client relationships or how they support continuous professional development.
