Back to jobs

Financial Adviser

Job description

A fantastic opportunity has arisen for a qualified Financial Adviser in Wolverhampton to join a well-established and highly respected Chartered Independent Financial Advice firm.


Following a recent acquisition, you will inherit an existing book of loyal clients, with the support and flexibility to grow your portfolio further. This is a chance to join a firm with a strong reputation, excellent staff retention, and a genuinely collaborative, client-first culture.


Role Highlights:

  • Inherit and manage a portfolio of existing clients
  • Provide holistic, whole-of-market advice across investments, pensions, protection, and estate planning
  • Build relationships and develop new business through referrals and supported lead generation
  • Work closely with a skilled in-house team including Paraplanners and administrators
  • Ensure ongoing compliance with FCA requirements and uphold ethical advice standards


What's on Offer:

  • Competitive salary up to £75,000 (dependent on experience)
  • Attractive bonus scheme linked to performance
  • Comprehensive benefits package including pension, holiday, and study support
  • Full paraplanning and administrative support
  • Supportive and inclusive company culture
  • Opportunity to develop your career within a top-tier, client-focused IFA firm

This role is ideal for an adviser seeking long-term stability, strong client relationships, and the chance to work with a high-quality team in a professional yet friendly environment.


Apply to find out more!

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.