Financial Advisor

IDEX Consulting Ltd; Reading; On-site; GBP 70,000 - 80,000; Full time

Benefits offered by this job

Predominantly remote working

Inherit client bank of £30m-£50m AUM

Future equity opportunities

Job summary

IDEX Consulting Ltd in Reading, on behalf of a boutique independent financial planning firm in Berkshire, is recruiting two experienced Financial Advisers to manage an established client portfolio. You will focus on delivering holistic financial planning rather than new business development, with strong support and a client-centric culture.

The role offers predominantly remote working, a £70,000–£80,000 base, and potential equity opportunities for high performers.

Qualifications

• Hold Level 4 Diploma in Financial Planning.
• Experience advising HNW clients.
• Ability to build long-term client relationships.

Responsibilities

• Inherit a client portfolio and deliver holistic financial planning.
• Provide high-quality service to affluent clients.
• Collaborate with directors during transition and rely on admin support.

Skills

Client relationships

Holistic financial planning

Advising HNW clients

Education

Level 4 Diploma in Financial Planning

Job description

Predominately Remote but must live relatively local to Berkshire

A highly regarded boutique independent financial planning firm in Berkshire is looking to appoint two experienced Financial Advisers 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 two experienced Financial Advisers, each taking responsibility for an existing client portfolio of approximately £30m-£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 Berkshire to attend the odd client meetings when required.

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 £70,000-£80,000
• Performance-related bonus.
• Inherited client bank of £30m-£50m AUM.
• Predominantly remote working.
• 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.