Independent Financial Adviser

IDEX Consulting; Royal Leamington Spa; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

A leading UK-based wealth management firm is seeking an experienced Independent Financial Adviser in Leamington Spa. This role offers flexibility to work from home and requires a strong client-centric focus. The adviser will create tailored strategies for clients, ensuring high-quality outcomes and maintaining ongoing relationships. With comprehensive support and a competitive earnings structure, this is an exciting opportunity for financial professionals to thrive in a progressive environment.

Benefits

Competitive earnings structure

Comprehensive in-house support

Access to proprietary advice platform

Ongoing CPD

Marketing and business development support

Exit support through Practice Buy Out programme

Qualifications

• Current CF30 status required.
• Ability to build rapport with diverse clients.

Responsibilities

• Deliver tailored financial advice using a six-stage process.
• Conduct in-depth financial reviews and maintain client relationships.
• Develop new business through referrals and networking.

Skills

Interpersonal Skills

Communication Skills

Client-Centric Focus

Business Development

Education

Diploma in Regulated Financial Planning

Tools

XPlan

Job description

A leading UK-based wealth management firm is seeking an experienced and client-focused Independent Financial Adviser to join their team in Leamington Spa. This role can be structured on either a self-employed or employed basis, offering the flexibility to work from home while also providing access to regional office locations when required.

As an adviser, you'll work closely with clients to understand their current financial position and long-term goals, creating tailored strategies to help them achieve financial independence. This is a fantastic opportunity to become part of a progressive, planning-led organisation that places clients at the centre of everything it does.

Key Responsibilities:

• Deliver tailored advice by following a six-stage advice process that ensures long-term, high-quality client outcomes
• Conduct in-depth financial reviews and formulate personalised financial planning reports
• Maintain ongoing relationships with clients, adapting plans as their needs and legislation evolve
• Develop new business through referrals, networking, and internal lead generation programmes
• Proactively use marketing and social platforms to build your presence and attract new clients
• Meet clients in person or via digital platforms, depending on client preference and need
• Provide accurate management information and maintain professional compliance standards

What We're Looking For:

• Diploma in Regulated Financial Planning (or equivalent), with current CF30 status
• Strong client-centric focus with excellent interpersonal and communication skills
• Ability to build rapport with a diverse client base, from professionals to business owners
• Proficient in using digital tools to enhance client engagement and service delivery
• Track record of building a client bank through business development and relationship management

What's on Offer:

• Competitive earnings structure and support to grow your client base
• Comprehensive in-house support across administration, paraplanning, and compliance
• Access to a proprietary advice platform and efficient technology systems (e.g., XPlan)
• Ongoing CPD and a strong culture of professional development
• Marketing and business development support
• Exit support through an established Practice Buy Out programme

With over 30 years of heritage and a network of more than 200 accredited advisers nationwide, this firm offers a stable and supportive environment for financial professionals to thrive.

If you're ready to take the next step in your advisory career within a client-focused, forward-thinking firm, apply today to explore this exciting opportunity.

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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.