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For Companies At a Glance
- Tasks: Provide tailored financial advice and build lasting client relationships.
- Company: Join a respected independent firm focused on your growth and success.
- Benefits: Enjoy competitive salary, hybrid work, 25+ days holiday, and wellness support.
- Why this job: Shape your future in a supportive culture that values independence and ambition.
- Qualifications: Level 4 Diploma in Regulated Financial Planning is essential.
- Other info: Two paid volunteering days to make a positive impact in your community.
The predicted salary is between 36000 - 60000 £ per year.
Job description
A highly regarded, independent financial planning firm operating at the upper end of the market is looking to appoint an ambitious Independent Financial Adviser to join its Birmingham office.
This role is ideal for an adviser who is motivated by new business development, networking, and long-term career progression, rather than purely servicing an existing client book.
The firm works with high-value clients, typically advising families with £1.6m+ in assets (minimum £k). You\’ll be supported by a strong in-house team of Paraplanners and Administrators, allowing you to focus on advice, relationships, and growth.
The Role
- Focus on business development and networking to build a long-term client base
- Develop relationships with professional introducers and centres of influence
- Deliver holistic financial planning to high-net-worth clients
- Work closely with experienced Paraplanners and administrators
- Operate within a fully independent advice model
- Hybrid working from the Birmingham office
This is not a servicing-only role. The firm is specifically looking for advisers with the drive and confidence to build something meaningful.
Candidate Profile
- Qualified Financial Adviser (Level 4 Diploma or equivalent)
- Strong new business mindset with a proactive approach to networking
- Comfortable working with mid-to-high net worth clients
- Ambitious, commercially aware, and relationship-driven
- Keen to grow within a boutique, high-quality advice environment
Remuneration & Progression
- Basic salary up to £75, (depending on experience)
- Transparent revenue-based earnings model
- Initial salary aligned to c.25% of revenue
- Total package rising to c.33% of revenue once validated
- Long-term equity (EMI) opportunity available for the right individual
Why Apply?
- True independence with no consolidator culture
- High-quality client demographic
- Strong back-office and compliance support
- Clear pathway to higher earnings and long-term equity
- Opportunity to be part of a growing, entrepreneurial advisory firm
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Independent Financial Adviser employer: IDEX Consulting
Contact Detail:
IDEX Consulting 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. Attend industry events, seminars, and workshops to meet potential clients and other professionals. Building relationships in person can significantly enhance your chances of landing this role.
✨Tip Number 2
Showcase your proactive approach to business development by sharing examples of how you've successfully built client relationships in the past. This could be through case studies or testimonials that highlight your ability to deliver exceptional service.
✨Tip Number 3
Familiarise yourself with the latest trends and regulations in financial planning. Being knowledgeable about current market conditions and regulatory changes will demonstrate your commitment to providing informed advice to clients.
✨Tip Number 4
Prepare for interviews by practising your presentation skills. Since delivering tailored financial advice is key, being able to communicate complex information clearly and confidently will set you apart from other candidates.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Regulated Financial Planning and any relevant experience. Emphasise your proactive approach to business development and client service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients achieve financial freedom. Mention specific examples of how you've built strong client relationships and developed new business opportunities.
Showcase Your Skills: In your application, clearly outline your skills in delivering holistic financial advice and producing accurate investment reports. Use bullet points for clarity and impact.
Highlight Your Fit: Demonstrate how your values align with the company's commitment to diversity, equity, and inclusion. Share your thoughts on creating an inclusive culture and how you can contribute to it.
How to prepare for a job interview at IDEX Consulting
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in Regulated Financial Planning during the interview. This qualification is essential for advising clients, so be prepared to discuss how it has equipped you with the necessary skills and knowledge.
✨Demonstrate Your Client-Centric Approach
Emphasise your passion for delivering exceptional client service. Share examples of how you've built strong relationships with clients in the past and how you tailor your advice to meet their unique needs.
✨Prepare for Business Development Questions
Since a proactive approach to business development is crucial, be ready to discuss your strategies for networking and identifying new business opportunities. Think of specific instances where you've successfully expanded your client base.
✨Express Your Desire for Continuous Learning
The role involves working closely with experienced Advisers, so convey your eagerness to learn and grow. Discuss any relevant training or development programmes you've participated in and how they have enhanced your skills.
