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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!
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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.
