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 £500k). 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 £75,000 (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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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.
