Grow a substantial recurring fee income by advising wealthy medical professionals and developing long-term relationships from warm opportunities. Birmingham access and remote arrangements are available.

As a qualified Financial Planner or IFA, you will build your own portfolio within a niche advice business. Your work will cover pensions, investments, protection, and wider financial planning, supported by paraplanning, operations, marketing, and client relationship management. Direct owner mentoring is central to the opportunity.

Key Responsibilities:

- Follow up warm opportunities from professional introducers
- Turn client conversations into lasting planning relationships
- Take on selected existing clients where capacity requires




- Deliver high-quality independent financial advice
- Build recurring revenue from an expanding client bank

Requirements:

- Qualified adviser with two to five years’ experience
- Demonstrated solid performance in financial advice
- Strong relationship-building and trust-building ability
- Qualified representation with introducers
- Ambition to develop as an adviser

Apply your advice experience to client development, independent planning, and recurring income growth within a supported specialist business.

📌 IFA Wealth Management Client Development (Montreal)
🏢 Exchange Street Financial Services
📍 Montreal