Financial Advisor

IDEX Consulting Ltd.; Arundel; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

IDEX Consulting Ltd. is seeking an experienced Financial Advisor in West Sussex to accelerate your advisory career. You will join a well-established practice with a large, loyal client base and access to the latest technology and AI support.

You will inherit clients with circa £50 million AUM and over £300k in fee income, with admin and paraplanning support and a flexible, autonomous work pattern designed to promote work-life balance. Regional leadership will back your development.

Qualifications

• Broad product knowledge across Investments, Pensions, Protection, IHT and trusts.
• Experience in advisory role with established clients preferred.
• Ability to work flexibly with admin and paraplanning support.
• Strong track record in financial advice in West Sussex area.

Responsibilities

• Provide high-quality financial advice to client base in West Sussex.
• Leverage admin and paraplanning support to focus on core advisory work.
• Collaborate with Regional Director to maximise client outcomes.

Skills

Investments knowledge

Pensions knowledge

Protection knowledge

IHT & trusts knowledge

Education

Level 6 qualification pathway

Job description

Are you an experienced Financial Advisor (restricted or whole of the market both considered) based in the West Sussex area and looking to accelerate your advisory career?

Would you be interested in inheriting a large number of established clients with circa £50 million AUM and over £300k fee income

Do you want full admin and paraplanning support utilising the most up to date technology and AI support to allow you to focus on what you do best?

An established IFA are looking for a Financial Advisor with an impressive track record to join their team to provide first class financial advice to a client base focused around the West Sussex area.

Ideally you will be level 6 qualified, or on the pathway to achieve this (however experience in the role will always be considered alongside qualifications). You must have broad product knowledge across Investments, Pensions, Protection, IHT and ideally trusts.

You would have access to an office in the region where your support team will be based but the role is very flexible in terms of where you work and how you run your week. My client empowers you to be successful whilst ensuring the position has the autonomy for you to strike an appropriate work/life balance.

An extremely experienced Regional Director will support you directly to allow you to perform to your best ability and achieve the success you are aiming for.

This is a superb opportunity with so many positive aspects to it and I would be keen to confidentially discuss these with 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.