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For Companies At a Glance
- Tasks: Manage and grow a portfolio of high-net-worth clients while delivering holistic financial advice.
- Company: Established independent financial planning firm with a focus on high-quality client relationships.
- Benefits: Competitive salary up to £90,000, transparent revenue share, and equity participation opportunities.
- Why this job: Gain autonomy and influence in a boutique firm while contributing to its strategic growth.
- Qualifications: Experienced Independent Financial Adviser with a loyal client bank and strong track record.
- Other info: Join a diverse and inclusive culture that values independence and quality advice.
The predicted salary is between 72000 - 108000 £ per year.
A well-established, independent financial planning firm operating at the higher end of the market is seeking a Senior Independent Financial Adviser to join the business as part of its long-term growth strategy. This opportunity is ideal for an experienced adviser who has built a loyal, high-quality client book and is now looking for greater autonomy, influence, and the opportunity to share in the future value of the business.
The firm advises high-net-worth families, typically with £500k+ investable assets, and has grown organically to c.£600m AUM. Advice is fully independent, supported by a strong in-house team of Paraplanners and Administrators, with compliance provided through a leading network.
The Role
- Manage and grow an existing portfolio of high-net-worth clients
- Transition and retain a portable client book into the business
- Deliver holistic, long-term financial planning advice
- Act as a senior presence within the adviser team
- Contribute to the strategic growth and direction of the firm
- Build and maintain strong professional introducer relationships
Candidate Profile
- Highly experienced Independent Financial Adviser
- Demonstrable, loyal client bank capable of transitioning
- Strong track record advising high-net-worth clients
- Commercially minded with a long-term outlook
- Values independence, quality advice, and long-term client relationships
Remuneration & Equity
- Basic salary up to £90,000, aligned to revenue
- Transparent revenue share model
- Total earnings designed to reflect ongoing income and growth
- EMI equity participation available for the right individual
Why Consider This Opportunity?
- Genuine independence with no consolidator ownership
- High-quality client base and advice-led culture
- Strong in-house paraplanning and administration support
- Clear pathway to equity and long-term succession planning
- Opportunity to influence strategy and firm-wide decisions
This role offers a rare chance to join a boutique, high‑calibre advisory firm and directly benefit from its continued growth.
Our Diversity, Equity and Inclusion Mission: At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Senior Independent Financial Adviser in Birmingham employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Independent Financial Adviser in Birmingham
✨Network Like a Pro
Get out there and connect with other professionals in the financial advising space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential introducers. Building relationships can open doors to new opportunities!
✨Showcase Your Expertise
Consider hosting webinars or writing articles that highlight your knowledge in financial planning. This not only positions you as an expert but also attracts high-net-worth clients who are looking for someone with your skills. Let’s show them what you’ve got!
✨Leverage Social Media
Use platforms like LinkedIn to share insights and engage with your network. Post about market trends, financial tips, or success stories from your client interactions. This keeps you top of mind and showcases your value to potential clients.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only streamlines the process but also gives you a better chance to stand out. We’re excited to see what you bring to the table!
We think you need these skills to ace Senior Independent Financial Adviser in Birmingham
Some tips for your application 🫡
Showcase Your Experience: When applying, make sure to highlight your experience as an Independent Financial Adviser. We want to see your track record with high-net-worth clients and how you've built a loyal client base. This is your chance to shine!
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to reflect the specific requirements of the role. We love seeing how you align with our values of independence and quality advice.
Be Authentic: Let your personality come through in your application. We value authenticity and want to know who you are beyond your qualifications. Share your passion for financial planning and how you build long-term relationships with clients.
Apply Through Our Website: Make sure to apply through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensures it lands in the right hands!
How to prepare for a job interview at IDEX Consulting
✨Know Your Client Book Inside Out
Before the interview, make sure you can discuss your existing client book in detail. Be ready to share how you've built relationships with high-net-worth clients and how you plan to transition them into the new firm. This shows your experience and readiness for the role.
✨Demonstrate Your Strategic Mindset
This role is about contributing to the firm's growth strategy, so come prepared with ideas on how you can help expand their client base or improve service delivery. Think about your past successes and how they can translate into strategic initiatives for the firm.
✨Showcase Your Independence and Values
The firm values independence and quality advice, so be sure to articulate your philosophy on financial advising. Share examples of how you've prioritised client needs over sales targets and how that aligns with the firm's culture.
✨Build Rapport with the Interviewers
Interviews are as much about fit as they are about skills. Take the time to connect with your interviewers by asking insightful questions about the firm's culture and future direction. This not only shows your interest but also helps you gauge if it's the right place for you.
