Financial Advisor - Remote

Employed Independent Financial Advisor (IFA) – Full Client Bank Provided

Fully Remote / Must be based in the Midlands.

Clients Based in and around Solihull

Are you an experienced Independent Financial Advisor looking for security, flexibility, and the opportunity to focus purely on delivering exceptional advice — without the burden of business development

This is a rare opportunity to join a forward-thinking, client-centric firm as an Employed IFA, inheriting a well-established, recurring income client bank from day one.

Financial Advisor - The Opportunity

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• Fully remote role – Work from home with complete flexibility
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• Full client book provided – Strong recurring income stream
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• Employed status – Salary + bonus structure
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• Full paraplanning & admin support – Focus on advice, not paperwork
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• High-quality clients – Loyal, long-standing relationships
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• No cold prospecting required
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This role is ideal for an adviser who wants stability, autonomy, and the chance to deepen existing client relationships while maintaining high professional standards.

Financial Advisor - The Role

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• Service and develop an existing portfolio of clients
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• Deliver holistic financial planning across pensions, investments, protection, and retirement strategies
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• Conduct annual reviews and identify planning opportunities
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• Maintain strong compliance standards
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• Build long-term trusted relationships
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• All clients are based within and around Solihull, but meetings can be conducted remotely.
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Financial Advisor - About You

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• Diploma qualified (Level 4 minimum)
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• CAS status
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• Proven experience managing a client bank
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• Strong relationship-building skills
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• Professional, ethical, and client-focused
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• Comfortable working remotely
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• Chartered status (or working towards it) is advantageous but not essential.
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Financial Advisor - What’s on Offer

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• Competitive basic salary
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• Performance-related bonus
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• Ongoing recurring income
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• Full back-office support
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• Genuine work-life balance
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• Long-term career stability
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Take the next step in your career and become a trusted advisor who makes a measurable difference in clients’ financial wellbeing.