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
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like IDEX Consulting Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Independent Financial Advisor- Remote Midlands in Birmingham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to IDEX Consulting Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on IDEX Consulting Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at IDEX Consulting Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with IDEX Consulting Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at IDEX Consulting Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former IDEX Consulting Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
