Financial Advisor - Exeter

Idex; Exeter; Hybrid; GBP 54,000 - 66,000; Full time

Benefits offered by this job

Base salary £40k

Bonus potential

Uncapped earnings

Established client bank

Lead flow

Flexible schedule

Administrative support

Study leave

Job summary

IDEX Consulting Ltd. is partnering with a national wealth management firm to appoint a Financial Adviser in Exeter.

You’ll inherit an established client bank, benefit from strong lead generation and operate with autonomy over your diary while earning through a competitive base salary and uncapped bonuses. You’ll receive dedicated administrative and paraplanning support, plus a clear pathway to Chartered status with paid study leave and up to 30 days of annual leave, all within a financially

Job description

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, with the potential to increase to 50%, covering both ongoing and new business
• 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.

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.