Independent Financial Advisor
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Independent Financial Advisor

19 November by mbf.
mbf. jobs

Independent Financial Advisor - Solihull
Basic Salary: £50,000 - £70,000 + Bonus + Full Support

We are working with a leading, award-winning firm of Chartered Financial Planners to appoint an Independent Financial Advisor for their growing office in Solihull.

This firm has built a strong reputation for delivering bespoke, high-quality financial advice to high-net-worth individuals and families. With over £2.5bn of assets under influence, they offer one of the most supportive and forward-thinking environments for ambitious Advisors.

The Opportunity

You’ll be joining a growing regional office with immediate access to a starter book of around 25 HNW clients, helping to provide a strong foundation of income from day one.

However, this opportunity is ideally suited to someone with an entrepreneurial and business development mindset — someone who can:

  • Develop new client relationships through referrals, networking, and introducers

  • Utilise marketing support and firm-wide initiatives

  • Potentially bring across an existing book of clients

Support & Infrastructure

This is a fully supported IFA role, giving you everything needed to succeed and scale:

  • Full paraplanning, administration, compliance, and advisor fee support

  • Central marketing assistance and regular new business enquiries

  • Robust tech platforms and research to support quality client outcomes

Earnings & Progression
  • Basic salary of £50,000 - £70,000 DOE

  • Bonus of 33% of all business generated beyond 3x salary validation

  • No cap on earnings and additional business opportunities provided over time

  • Additional company benefits including pension, holiday allowance etc.

Ideal Candidate Profile
  • Level 4 Diploma in Financial Advice (or equivalent)

  • Experience advising HNW clients with excellent relationship-building skills

  • A track record of generating new business and/or managing a loyal client base

  • Looking to grow within a professional, collaborative and client-first culture

This is an excellent opportunity for an established IFA seeking independence, flexibility, and the backing of a high-quality firm that’s committed to supporting your long-term success.

Reference: 55481812
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