Financial Advisor

IDEX Consulting Ltd; Essex; On-site; GBP 48,000 - 80,000; Full time

Benefits offered by this job

Bonus

Job summary

IDEX Consulting Ltd is seeking an experienced Financial Adviser to take ownership of an established Colchester-based client book in East Anglia, delivering holistic financial planning and investment advice across a substantial portfolio (up to £50m AUM).

The role offers a strong support framework within a growing wealth management business, with a clear path for long-term career development and regulatory-compliant client care. Salary up to £80,000 plus bonus.

Qualifications

• Previous experience as a Financial Adviser.
• Experience managing and developing an established client bank.
• Strong technical knowledge across investments, pensions, retirement planning and wider financial planning.
• Excellent communication and relationship-building skills.
• Professional and client-focused approach.

Responsibilities

• Take responsibility for and manage an established client book of up to £50m AUM
• Build strong, long-term relationships with existing clients
• Conduct client meetings and provide holistic financial planning and investment advice
• Review clients' financial objectives and ensure advice remains appropriate as their circumstances evolve
• Identify opportunities to develop existing client relationships
• Work closely with Paraplanners and the wider support team to deliver a high-quality client experience
• Maintain strong compliance standards and ensure advice is delivered in line with regulatory requirements
• Contribute to the continued growth and development of the business

Skills

Client relationships

Holistic financial planning

Investments & pensions

Regulatory knowledge

Communication skills

Portfolio management

Education

Diploma in Financial Planning (DipPFS)

Job description

Our client is a well-established, growing wealth management business with a strong presence across East Anglia. The firm provides comprehensive financial planning and wealth management advice to a broad client base, with a focus on delivering long-term, high-quality advice and building lasting client relationships.

As part of the firm's continued growth, they are now looking to appoint an experienced Financial Adviser to take responsibility for an established client book.

The Opportunity

This is an excellent opportunity for an experienced Adviser to step into an established role with a significant client portfolio and the support of a wider professional team.

You will take ownership of an existing client book of up to £50m AUM , developing and maintaining relationships while identifying opportunities to provide ongoing, holistic financial planning advice.

The role will suit an Adviser who enjoys managing established client relationships and is looking for the opportunity to join a successful business with a strong proposition and long-term growth plans.

Key Responsibilities

• Take responsibility for and manage an established client book of up to £50m AUM
• Build strong, long-term relationships with existing clients
• Conduct client meetings and provide holistic financial planning and investment advice
• Review clients' financial objectives and ensure advice remains appropriate as their circumstances evolve
• Identify opportunities to develop existing client relationships
• Work closely with Paraplanners and the wider support team to deliver a high-quality client experience
• Maintain strong compliance standards and ensure advice is delivered in line with regulatory requirements
• Contribute to the continued growth and development of the business

About You

We are looking for an experienced Financial Adviser with:

• Previous experience working as a Financial Adviser
• Experience managing and developing an established client bank
• Strong technical knowledge across investments, pensions, retirement planning and wider financial planning
• Excellent communication and relationship-building skills
• A professional and client-focused approach
• The ability to manage a significant client portfolio independently
• Relevant industry qualifications and the ability to provide regulated financial advice

What's on Offer

• Salary up to £80,000
• Bonus
• Established client book of up to £50m AUM
• Colchester-based role
• Opportunity to join a successful and growing wealth management business
• Strong professional support structure
• Long-term career development opportunities

If you're an experienced Financial Adviser looking to take ownership of a substantial client book and join a well-established wealth management firm in East Anglia, 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.