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Financial Advisor

IDEX Consulting

Devon and Torbay

On-site

GBP 60,000 - 80,000

Full time

30+ days ago

Job summary

A leading financial advisory firm in the UK is looking for a Financial Adviser to manage a strong existing client base. You'll benefit from substantial administrative support, allowing you to focus on enhancing client relationships and growing the business within a collaborative environment. Strong experience in the high-net-worth advisory space is essential, along with confidence in financial planning products. This position offers the autonomy to increase earnings significantly and enjoy hybrid work flexibility.

Benefits

Top-tier support from admin and paraplanning teams
Strong existing client base
Opportunities for significant earnings

Qualifications

  • Proven experience advising in the high-net-worth space is required.
  • Confidence across the spectrum of financial planning products is essential.
  • Ability to work collaboratively within a team to enhance growth and reputation.

Responsibilities

  • Manage and nurture an existing client base.
  • Focus on business development and client relationship management.
  • Leverage referrals and marketing opportunities for client acquisition.

Skills

High-net-worth advising
Financial planning products
Team collaboration
Job description

The Opportunity
Are you a Financial Adviser with experience in generating new business, seeking increased earning potential?

This is a superb chance to join a well-established, reputable practice where you will benefit from:

  • A steady stream of loyal, existing clients inherited through a gradual transition.
  • Full administrative and paraplanning support so you can focus on client relationships and business development.
  • A wealth of high-quality referral opportunities from professional connections, marketing, and networking channels.

Requirements:

  • Have proven experience advising in the high-net-worth space.
  • Be confident advising across the full spectrum of financial planning products.
  • Be a proactive team player who contributes to the firm's growth and reputation.
  • Live within a reasonable commute of Hertfordshire and enjoy the benefits of a hybrid role.

Why This Role Stands Out

  • Strong existing client base ready to be nurtured and grown.
  • Top-tier support from experienced admin and paraplanning teams.
  • The autonomy to develop your network and increase earnings significantly.
  • A collaborative, professional environment focused on client excellence.

If you'd like to have a confidential conversation about this opportunity, please get in touch. Alternatively, submit your CV and we'll arrange a time to speak. - Samantha.durbridge@idexconsulting.com




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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.

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