Independent Financial Adviser

  • Eden Rose
  • Coventry, Warwickshire
  • Oct 14, 2025
Full time Banking Finance

Job Description

Independent Financial Adviser - West Midlands - Up to £100,000

The opportunity for a Financial Adviser to join a firm of professional independent financial consultants based near Birmingham. The firm provides leading advice to a diverse range of clients, all looking for the same unique experience. This is an exciting chance to join a firm with a great reputation.

The Opportunity

Due to demand, our client is looking to take on a Financial Adviser to join the expanding team and provide outstanding service to their existing clients. There are a few senior advisers looking to retire in the coming years therefore a client bank is available. The typical client bank will have around 130 client, AUM between £30m - £40m.

Benefits:

  • Hybrid and flexible working agreement
  • Achievable bonus structure
  • 25 days holiday + 8 bank holidays
  • 8% Employer contribution pension
  • Life Assurance
  • exam/study support
  • Free on-site parking
  • BUPA healthcare

What's needed for me to be considered?

  • To be considered for the fantastic role as a Financial Adviser, candidates need to be Level 4 Diploma qualified in Financial Planning with CAS.
  • Experience working within a similar role.
  • Demonstrate extensive advising knowledge.
  • Chartered Status is preferred, or working towards.

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms: Financial Advisor, IFA, Wealth Manager, Wealth Planner, Financial Planner