Independent Financial Adviser
Location: BirminghamJob 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:
You will be supported by a dedicated paraplanning and client services team, ensuring you can focus on delivering an exceptional client experience.
Key Responsibilities
About You
To be successful in this role, you will have:
Desirable (but not essential):
What’s on Offer
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.
Independent Financial Advisor (IFA) • Birmingham, West Midlands, UK
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