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:
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Develop new client relationships through referrals, networking, and introducers
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Utilise marketing support and firm-wide initiatives
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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:
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Full paraplanning, administration, compliance, and advisor fee support
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Central marketing assistance and regular new business enquiries
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Robust tech platforms and research to support quality client outcomes
Earnings & Progression
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Basic salary of £50,000 – £70,000 DOE
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Bonus of 33% of all business generated beyond 3x salary validation
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No cap on earnings and additional business opportunities provided over time
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Additional company benefits including pension, holiday allowance etc.
Ideal Candidate Profile
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Level 4 Diploma in Financial Advice (or equivalent)
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Experience advising HNW clients with excellent relationship-building skills
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A track record of generating new business and/or managing a loyal client base
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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.
Sector:
- Financial Services
- Financial Planning
