Desk Based Financial Advisor

IDEX Consulting Ltd.; East Midlands; Remote; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Fully remote

Flexible salary

Paraplanning support

Job summary

IDEX Consulting Ltd. is supporting a well-established independent wealth management firm in recruiting an experienced Financial Adviser.

The role focuses on nurturing an existing private client bank and delivering holistic financial planning from day one. This fully remote position offers a flexible basic salary aligned to experience, with full paraplanning and administrative support, and clear opportunities for long‑term progression within a growing wealth management business.

Qualifications

• Diploma level 4 (or higher) required.
• Proven track record delivering holistic financial advice.
• Strong relationship-building and communication skills.
• Client-focused with commitment to high-quality advice.
• Comfortable working remotely within a wider team.

Responsibilities

• Manage and develop an existing portfolio of private clients.
• Deliver holistic financial planning across pensions, investments, protection and retirement planning.
• Conduct regular client reviews and identify opportunities to enhance client outcomes.
• Build long-term relationships through outstanding service and trusted advice.
• Work closely with paraplanning and administrative support teams to focus on advising clients.
• Ensure all advice is delivered in line with FCA regulations and internal compliance standards.

Skills

Relationship-building

Communication skills

Client-focused

Education

Diploma level 4

Job description

Our client is a well-established and highly respected independent wealth management firm with a strong reputation for delivering holistic financial planning to private clients. Due to continued growth, they are looking to appoint an experienced Financial Adviser to join their team.

This is an excellent opportunity for an Adviser who wants to focus on building client relationships rather than generating business from scratch. From day one, you'll inherit an established and recurring client bank, predominantly based across the East Midlands, allowing you to hit the ground running while benefiting from ongoing support and opportunities to develop your portfolio.
The role is fully remote, offering genuine flexibility alongside a competitive salary package tailored to your experience.

The Role

• Manage and develop an existing portfolio of private clients
• Deliver holistic financial planning across pensions, investments, protection and retirement planning
• Conduct regular client reviews and identify opportunities to enhance client outcomes
• Build long-term relationships through outstanding service and trusted advice
• Work closely with paraplanning and administrative support teams, allowing you to focus on advising clients
• Ensure all advice is delivered in line with FCA regulations and internal compliance standards

About You

• Diploma qualified (level 4) as a minimum
• Previous experience as a Financial Adviser with a proven track record of providing holistic financial advice
• Strong relationship-building and communication skills
• Client-focused with a commitment to delivering high-quality advice
• Comfortable working independently in a remote environment while collaborating with a wider team

What's on Offer

• Fully remote working
• Flexible basic salary dependent on experience
• Established client bank from day one
• Full paraplanning and administrative support
• Long-term career progression with a growing wealth management business
• Supportive and collaborative culture focused on delivering excellent client outcomes

If you're an Adviser looking to inherit an existing portfolio and join a business that values quality advice and long-term client relationships, we'd be keen to hear from you.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.