Independent Financial Adviser (IFA) – Remote, Hybrid or Office-Based

Build a Better Future – Flexible, Fully Supported Financial Adviser Role with Lead Generation Included

A growing and well-established wealth management firm is seeking experienced and qualified Independent Financial Advisers (IFAs) across the West Midlands, including Leamington Spa, to join their client-first advisory team. This opportunity offers the flexibility to work remotely, from an office, or in a hybrid model – giving you total control over how and where you work.

Location: Leamington Spa & West Midlands

Salary: £60,000 - £80,000 + Uncapped Earnings Potential + Full Paraplanning & Admin Support

Sector: Financial Services | Wealth Management | Financial Advice

As part of a business that puts clients at the centre of everything it does, you’ll be supported by a full Paraplanning team, dedicated admin support, and ongoing lead generation to help you grow and manage your client portfolio efficiently and compliantly.

Why This Role Stands Out:

• Remote Financial Adviser role with flexible office access if preferred
• High-quality leads provided – warm leads through digital marketing and referrals
• Full paraplanning and administrative support – spend more time advising, less time on admin
• Technology-driven advice process – using XPlan CRM and Microsoft Teams
• Ongoing CPD and compliance support – stay ahead with professional development
• Marketing support – including branded digital assets and consultative planning

Key Responsibilities:

• Deliver regulated financial advice across pensions, investments, protection, and retirement planning
• Work with a mixed client bank and actively grow your client portfolio through warm leads and networking
• Build long-term client relationships using a structured Six-Stage Advice Process
• Conduct remote or face-to-face financial planning meetings with individual and corporate clients
• Stay informed on financial legislation, market trends, and tax planning opportunities
• Create tailored financial reports with assistance from the in-house paraplanning team
• Comply with FCA regulations and maintain accurate client and performance records

What You’ll Need:

• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
• FCA-authorised and approved as a CF30 adviser (or eligible)
• A client-centric approach with strong interpersonal and presentation skills
• Experience as a Financial Adviser or Wealth Manager in a regulated environment
• Confident using virtual platforms (e.g. Microsoft Teams) and CRM systems like XPlan
• Self-motivated, organised, and driven to develop your client bank

This Role Suits:

• An experienced IFA looking to reduce admin and focus on client outcomes
• A self-employed Financial Adviser seeking better support and lead flow
• A Financial Planner who values autonomy with professional infrastructure
• A relationship-led adviser aiming to grow a wealth management client base

Ready to take your Financial Planning career to the next level – with the freedom and support to match? Apply now and start building your future with a firm that truly backs its Advisers.