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Permanent

Financial Adviser (IFA)

Eden Rose
Birmingham
money-bag £50000 Annual
Posted: 16 June 2026 (Today)
Closing date: 16 July 2026
Ref: 3122817702

Financial Adviser (IFA) - Birmingham/Remote - Up to £70,000About the Role:We are seeking an experienced Senior Financial Adviser with a strong track record in client retention and new business. You will work with a high-growth firm with significant acquisitions in the Midlands, managing a range of client portfolios, including complex cases, with full paraplanning support.Responsibilities:Advise and retain clients across a range of portfolios.Generate new business to meet or exceed annual targets.Build long-term client relationships based on trust and technical expertise.Collaborate with paraplanners and administrative support; minimal admin required.Work across Manchester and Midlands clients, including those acquired through firm acquisitions.Requirements:4+ years'' advisory experience, with exposure to complex client cases.Diploma qualified; long-term care knowledge a bonus.CAS status preferred, but not mandatory.Strong record in new business generation and client retention.Excellent communication and relationship management skills. ..... full job details .....

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