Independent Financial Adviser - Self-employed

IDEX Consulting; West Yorkshire; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A wealth management firm in West Yorkshire is seeking Level 4 qualified Financial Advisers. You will manage an established client bank worth approximately £10m, provide holistic financial advice, and enjoy flexible, hybrid working arrangements. This role is ideal for ambitious professionals looking for autonomy and robust central support in a dynamic environment. The firm offers a clear path to Chartered status and comprehensive administrative support, aiming to enhance both client satisfaction and personal growth.

Benefits

Flexibility in work schedule

Access to administrative support

Pathway to Chartered status

Qualifications

• Proven track record of delivering independent, holistic advice.
• Experience with managing client portfolios valued at £10m/£12m.
• Ability to build new business through referrals and self-sourced clients.

Responsibilities

• Manage an established client bank.
• Provide holistic financial advice across pensions, investments, and tax.
• Collaborate with paraplanners and administrators for client support.

Skills

Client-facing skills

Holistic financial advice

Entrepreneurial mindset

Education

Level 4 Financial Qualification

Chartered status (or working towards)

Job description

My client are a directly authorised wealth management firm supporting over 20 self-employed advisers nationwide. With a head office in Wakefield offering full paraplanning, compliance and administrative support, advisers can focus on providing a high quality service to their existing clients, whilst also looking to increase their client book.

The Role

• Manage an established client bank with approximately £10m/£12m FUM
• Provide holistic, whole-of-market financial advice including pensions, investments, protection, and tax planning.
• Build new business through a mix of company-generated leads, referrals, and self-sourced clients.
• Collaborate with a dedicated central team of paraplanners and administrators, allowing you to focus on client relationships and advice delivery.
• Enjoy flexible working arrangements, with hybrid options and autonomy over your schedule

Financial Package & Benefits

• Recurring income: 35% of 1% AUM
• New business splits: 50% on company-generated leads, 60% on self-generated business.
• Year one: all support costs covered; from year two, advisors contribute approximately £1,000 per month for FCA, PI, and license fees.
• Full access to pooled paraplanning and admin support from the head office
• Clear path to Chartered status with dedicated development and mentoring support.

Who We're Looking For

• Level 4 qualified Financial Advisers with a track record of delivering independent, holistic advice.
• Chartered or working towards Chartered status is highly desirable.
• Experienced advisers with strong client-facing skills and the ability to grow their business.
• Ambitious, entrepreneurial professionals looking for autonomy alongside robust central support.

This is a rare opportunity to take over a high-quality client bank while benefiting from a scalable, supportive self‑employed model designed to let you focus on what matters most: your clients and your growth.

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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.