Independent Financial Advisor (Fully Remote role)
West Midlands
Employed Independent Financial Adviser (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 Adviser 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 Adviser - The Opportunity
Fully remote role – Work from home with complete flexibility
Full client book provided – Strong recurring income stream
Employed status – Salary + bonus structure
Full paraplanning & admin support – Focus on advice, not paperwork
High-quality clients – Loyal, long-standing relationships
No cold prospecting required
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 Adviser - The Role
Service and develop an existing portfolio of clients
Deliver holistic financial planning across pensions, investments, protection, and retirement strategies
Conduct annual reviews and identify planning opportunities
Maintain strong compliance standards
Build long-term trusted relationships
All clients are based within and around Solihull, but meetings can be conducted remotely.
Financial Adviser - About You
Diploma qualified (Level 4 minimum)
CAS status
Proven experience managing a client bank
Strong relationship-building skills
Professional, ethical, and client-focused
Comfortable working remotely
Chartered status (or working towards it) is advantageous but not essential.
Financial Adviser - What's on Offer
Competitive basic salary
Performance-related bonus
Ongoing recurring income
Full back-office support
Genuine work-life balance
Long-term career stability
Benefits:
Work from home