Financial Advisor

IDEX Consulting; Stoke-on-Trent; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading financial planning firm is seeking an experienced Financial Advisor to join their team in Taunton or Stoke-on-Trent. This role offers the autonomy of remote working and an established portfolio of loyal clients. Candidates must hold a Level 4 qualification and have experience with high-net-worth clients. The position promises substantial benefits including flexible working hours and a competitive bonus structure.

Benefits

28 days annual leave plus bank holidays

Bonus structure above industry standards

Flexible hybrid working model

Supportive growth-oriented environment

Qualifications

• Minimum Level 4 qualified Financial Advisor.
• Experience serving high-net-worth or mass-affluent clients.
• Strong communicator with a client-first approach.

Responsibilities

• Join a growing team and inherit a book of clients.
• Operate with autonomy in a fully remote and flexible setting.
• Engage positively with clients in a hybrid model.

Skills

Communication skills

Self-motivated

Client-first mindset

Tech-forward approach

Experience with high-net-worth clients

Education

Level 4 qualification

Job description

I'm currently representing a leading financial planning firm who are looking to welcome an experience Financial Advisor into their team in Taunton.
We're looking for a self-motivated Financial Advisor with a passion for the industry to join their growing team in Taunton. You'll benefit from inheriting a book of clients and enjoy the autonomy of fully remote and flexible working.
Candidates can reside local to either Taunton or Stoke for this opportunity.

What we're looking for

• Level 4 qualified Financial Advisor (minimum)
• Experience serving high-net-worth or mass-affluent clients
• A strong communicator with a client-first, tech-forward mindset
• Ideally, experience or network in the medical sector
• Highly self-driven and comfortable in a hybrid working model

What they offer

• Established portfolio of loyal, high-value clients
• 28 days of annual leave plus bank holidays
• Bonus structure above industry standards
• Flexible hybrid working model with regional support
• A growth-oriented environment led by a progressive leadership team

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