Job Description

Join a Growing, Forward-Thinking Financial Planning Practice
A rapidly expanding financial planning firm with a strong footprint across the North West and Midlands is seeking an experienced and ambitious Financial Adviser to join its Wolverhampton team. As part of an exciting new Midlands acquisition, the successful adviser will inherit an existing client bank and play a key role in supporting long-term regional growth.
You will be joining an established team of advisers and benefit from excellent paraplanning support, clear career progression pathways, and a market-leading remuneration structure.
The Role
This role has been created to support a major acquisition in the Midlands. As a Financial Adviser, you will manage and develop an inherited client portfolio with typical assets of 250k-750k, while also identifying opportunities to grow assets under advice and deepen client relationships.
This position offers a blend of office-based collaboration and flexible home-working.
Key Responsibilities

• Provide high-quality advice across pensions, investments, tax planning, savings, and protection.
• Take over and nurture client relationships post-acquisition, maintaining exceptional service levels.
• Conduct both face-to-face and virtual client meetings.
• Work closely with Paraplanners and administrators to deliver timely and compliant financial reports.
• Use cash-flow modelling tools and demonstrate expertise in VCTs, EISs, and other tax-efficient strategies.
• Grow and develop the assigned client bank by identifying new planning and asset opportunities.
• Contribute to ongoing improvements across processes, systems, and client experience.
• Maintain high standards of compliance, documentation, and professional integrity.

Candidate Requirements
Essential

• Level 4 Diploma in Financial Planning (DipPFS or equivalent).
• Experience as a practising financial adviser.
• Strong technical knowledge across pensions, investments, and tax planning.
• Confident working with clients both in person and online.
• Experience managing mid-tier or high-net-worth clients.
• Demonstrable success inheriting and developing existing client relationships.
• Strong communication skills, accuracy, and attention to detail.

Desirable

• Experience with cash-flow modelling.
• Knowledge of VCTs and EISs.
• Familiarity with the Quilter platform.
• Ability to challenge and enhance existing processes.

Key Skills & Behaviours
Skills

• Excellent advisory and relationship-management skills.
• Strong analytical and problem-solving abilities.
• Collaborative team player.
• Competent at monitoring, evaluating, and reporting on client outcomes.

Behaviours

• Client-first mindset.
• Proactive, driven, and focused on success.
• Assertive and professional.
• Positive and improvement-oriented.

Compensation & Bonus Structure

• Basic Salary: Up to 80,000 (DOE and client following).
• On-Target Earnings: Up to 120,000.
• Bonus: One-third of all initial fees written, paid monthly with no threshold.
• Salary Progression: Basic salary reviewed every six months and aligned to 20% of recurring income generated from your client book.

Benefits

• 25 days' holiday + birthday off + ability to purchase additional holiday.
• 5% pension contribution.
• Private Medical Insurance (PMI) and flexible medical package.
• Death in service and sick pay schemes.
• Hybrid working (home-based and client-facing meetings).
• Laptop, mobile phone, and iPad provided.
• Regular company-sponsored social and team-building events.

Why Apply?
This is a standout opportunity for a skilled Financial Adviser seeking:

• A high-quality, pre-built client bank
• A generous and transparent earnings structure
• Exceptional career development opportunities
• The chance to play a key role in growing a major Midlands hub

If you're a motivated adviser ready to take the next step in your career, this role offers a platform to thrive.
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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.

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