Financial Advisor

IDEX Consulting Ltd; Maidenhead; Remote; GBP 72,000 - 88,000; Full time

Benefits offered by this job

Remote work

Job summary

IDEX Consulting Ltd represents a boutique independent financial planning firm in Maidenhead that is hiring an experienced Financial Adviser after a recent acquisition. You’ll inherit a client bank of about £50m AUM with predominantly HNW clients.

The role is largely remote (local to Maidenhead to attend occasional meetings). Basic salary is £80,000 with bonus potential and future equity opportunities for high performers.

Qualifications

• Experience advising HNW clients.
• Strong relationship-building skills.
• Excellent communication and client service.

Responsibilities

• Manage an established client portfolio.
• Provide holistic financial planning.
• Build long-term client relationships.

Job description

Financial Adviser | Maidenhead [Fully Remote] | £80,000 DOE + Bonus

A highly regarded boutique independent financial planning firm in Maidenhead is looking to appoint an experienced Financial Advisor as part of an exciting period of growth following a recent acquisition.

This is a fantastic opportunity to inherit an established, high-quality client portfolio, allowing you to focus on delivering exceptional financial planning rather than business development. You'll join a collaborative and client-centric business that places long-term relationships at the heart of everything it does.

The Opportunity

The firm is recruiting an experienced Financial Advisor, taking responsibility for an established existing client portfolio of approximately £50m AUM.

Clients are predominantly HNW individuals, with an average portfolio size of around £700,000, making this an ideal opportunity for advisers who enjoy delivering holistic financial planning to affluent clients.

The role offers a high degree of flexibility, with a predominantly remote working model, although candidates should be based locally to Maidenhead to attend the odd client meeting when required (90% of client meetings will however be remote)

You'll work closely alongside the firm's existing directors throughout a structured transition period, ensuring a smooth handover of client relationships, while benefiting from dedicated administrative support and paraplanning.

What's on Offer

• Basic salary of £80,000
• Inherit client bank of £50m AUM.
• Strong administrative and paraplanning support.
• Opportunity to join a growing independent business with exciting long-term ambitions.
• Future equity opportunities may be available for individuals who make a significant commercial contribution to the firm's continued growth.

About You

We're keen to speak with advisers who:

• Hold the Level 4 Diploma in Financial Planning
• Have experience advising HNW clients.
• Enjoy building long-term client relationships.
• Are based in, or within reasonable reach of, Berkshire
• Are looking to join a boutique independent firm where quality advice and client service come first.