Financial Advisor

IDEX Consulting Ltd; Exeter; Hybrid; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Hybrid work

Uncapped earning potential

30 days annual leave

Professional qualifications support

Lead generation

Job summary

IDEX Consulting Ltd in Exeter seeks a Financial Adviser for a hybrid role. You will manage an established client bank, benefit from strong lead generation, and earn a base of £40,000 plus a generous, uncapped bonus linked to total fee income.

No rigid office days, genuine autonomy over your diary, plus support with professional qualifications and study leave. This is a pathway to build a high-earning practice within a reputable wealth management firm.

Qualifications

• We're seeking commercially minded advisers who build relationships and develop new business.
• Experience in wealth management or financial planning preferred.
• Ability to manage a client bank and leverage leads.

Responsibilities

• Develop and manage client relationships to grow fee income.
• Utilise strong lead flow to acquire new business.
• Collaborate with support teams to service advisers' clients.

Skills

Client relationship management

Sales

Financial planning

Networking

Tools

CRM software

Financial planning tools

Job description

Financial Adviser - Exeter | Hybrid | up to 50% on total fee income + Uncapped Earning Potential

Are you a Financial Adviser looking for an opportunity where your earnings reflect your performance, with the freedom to manage your own diary and the support to focus on what you do best?

We\'re working with a national wealth management firm with an excellent reputation in the market, looking to appoint a Financial Adviser in Exeter following the retirement of an existing adviser.

This is an exciting opportunity to take on an established client bank, benefit from strong lead generation and build your income within a financially secure business with ambitious growth plans.

What\'s on offer?

• £40,000 basic salary, with a highly attractive bonus structure.
• 40% of total fee income - to increase to 50% the more fees generated, covering both ongoing and new business.
• Potential for guaranteed bonus for 1st year
• Uncapped earning potential
• An established client bank available from the outset, providing an opportunity to generate income from day one.
• Strong lead flow to support new business development and continued growth.
• No set office days, offering genuine autonomy and flexibility over how you manage your working week.
• Dedicated administrative, paraplanning and specialist technical support, allowing you to focus on client relationships and growing your business.
• Up to 30 days\' annual leave alongside support with professional qualifications and paid study leave towards Chartered status.

About the business

You\'ll be joining a nationally recognised, fully independent wealth management firm. The business has a strong track record of retaining its people, with a culture centred around openness, collaboration and treating colleagues well. Advisers are encouraged to have a voice, with an emphasis on working together rather than operating within a rigid hierarchy.

With ambitious plans for continued growth through both organic expansion and selective acquisitions, this is an opportunity to join a business with long-term stability and exciting prospects.

Who would this suit?

We\'re keen to speak with commercially minded Financial Advisers who enjoy building relationships, developing new business and maximising their earning potential.

If you\'re looking for greater autonomy, an established client base and the infrastructure to support your success, this could be well worth exploring.

Interested in finding out more?

Financial Adviser - Exeter | Hybrid | up to 50% on total fee income + Uncapped Earning Potential