Independent Financial Advisor (IFA) - #2090672

Independent Financial Adviser

Location: Birmingham
Job Type: Full-time, Permanent

The Opportunity

An established and growing wealth management firm is seeking an experienced Independent Financial Adviser (IFA) to take ownership of a significant, pre-existing client portfolio.

This is a rare opportunity to inherit a well-maintained client bank and focus on delivering high-quality, holistic financial planning advice, while also identifying opportunities for growth and strengthening long-term client relationships.

The Role

You will be responsible for managing an existing portfolio of clients, providing tailored financial advice, and supporting individuals in achieving their long-term financial goals.

Key areas of advice will include:

• Investment planning
• Pensions and retirement strategies
• Protection solutions
• Estate and intergenerational planning (where appropriate)

You will be supported by a dedicated paraplanning and client services team, ensuring you can focus on delivering an exceptional client experience.

Key Responsibilities

• Take full ownership of an established client bank and ensure a smooth transition
• Build and maintain strong, long-term client relationships through regular engagement
• Deliver personalised, compliant financial advice aligned with client objectives
• Conduct fact-finds, risk profiling, and suitability assessments
• Identify opportunities to grow revenue within the existing client base
• Generate new business through referrals and professional connections
• Maintain accurate client records and ensure audit-ready documentation
• Work collaboratively with internal teams including paraplanners, compliance, and operations

About You

To be successful in this role, you will have:

• Diploma in Financial Planning (Level 4 minimum)
• Proven experience as a Financial Adviser managing a client portfolio
• Strong technical knowledge across investments, pensions, and protection
• Excellent relationship-building and communication skills
• A strong understanding of FCA compliance requirements
• Experience using CRM and financial planning systems

Desirable (but not essential):

• Chartered status (or working towards)
• Experience acquiring or transitioning client banks
• Knowledge of estate and inheritance tax planning

What’s on Offer

• Up to £55k base + bespoke commission structure
• Immediate access to a substantial, serviced client bank
• Full paraplanning and administrative support
• Opportunity to grow revenue within an established book
• Strong emphasis on client outcomes and high-quality advice
• Collaborative and supportive team environment

Apply Now

If you’re an experienced Financial Adviser looking to take the next step with a strong client base and excellent support infrastructure, we’d love to hear from you.