Financial Planner

Experienced Financial Adviser

We are seeking an experienced Financial Adviser (2 years+) to join a highly regarded wealth firm based between Solihull and Coventry.

The position offers genuine flexibility and a readymade client bank, with the option to join on either an employed or self-employed basis, and the ability to work remotely with occasional visits to the office.

• Basic salary : £50,000-£60,000
• 70% Initial Advice Fees (IAF)
• 50% Ongoing Advice Fees (OAF)
• Dedicated support via a pod structure

• Monthly retainer
• 70% Initial Advice Fees (IAF)
• 50% Ongoing Advice Fees (OAF)
• Dedicated support via a pod structure

• Manage and develop a portfolio of private clients, delivering high-quality financial planning and advice
• Leverage an existing client bank while actively growing it through referrals and new business activity
• Work collaboratively within a pod structure, benefiting from diary management, paraplanning, administration, marketing, and new business support

• Attractive fee‑sharing terms (70% IAF, 50% OAF) across both options
• Access to an existing client bank
• Strong operational support to enhance client service and adviser productivity

Remote working available from anywhere in the UK, with occasional team meetings. This opportunity is ideal for an experienced adviser (minimum two years' experience) who is looking for strong infrastructure, and flexibility in how they work.

If you are motivated to grow and develop within a respected practice, we would welcome an initial conversation.