At a Glance
- Tasks: Provide expert financial advice and manage client portfolios with full support.
- Company: Established wealth management firm focused on client-first advisory.
- Benefits: Competitive salary, uncapped earnings, flexible working options, and full admin support.
- Other info: Enjoy ongoing professional development and marketing support to boost your success.
- Why this job: Join a tech-driven team and make a real difference in clients' financial futures.
- Qualifications: Qualified Independent Financial Adviser with experience in financial services.
The predicted salary is between 60000 - 80000 £ per year.
A growing and well-established wealth management firm is seeking experienced and qualified Independent Financial Advisers (IFAs) across the West Midlands, including Leamington Spa, to join their client-first advisory team. This opportunity offers the flexibility to work remotely, from an office, or in a hybrid model – giving you total control over how and where you work.
Location: Leamington Spa & West Midlands
Salary: £60,000 - £80,000 + Uncapped Earnings Potential + Full Paraplanning & Admin Support
Sector: Financial Services | Wealth Management | Financial Advice
As part of a business that puts clients at the centre of everything it does, you’ll be supported by a full Paraplanning team, dedicated admin support, and ongoing lead generation to help you grow and manage your client portfolio efficiently and compliantly.
Why This Role Stands Out:
- Remote Financial Adviser role with flexible office access if preferred
- High-quality leads provided – warm leads through digital marketing and referrals
- Full paraplanning and administrative support – spend more time advising, less time on admin
- Technology-driven advice process – using XPlan CRM and Microsoft Teams
- Ongoing CPD and compliance support – stay ahead with professional development
- Marketing support – including branded digital assets and consultative planning
Key Responsibilities:
- Deliver regulated financial advice across pensions, investments, protection, and retirement planning
- Work with a mixed client
