Independent Financial Advisor

JR United Kingdom; Cheltenham; On-site; GBP 93,000 - 110,000; Full time

Job summary

A modern financial advisory firm in Cheltenham is searching for an experienced Independent Financial Advisor who desires freedom in client management without the constraints of corporate structures. They offer remote-first working, a competitive salary of up to £110,000, and equity from day one. Ideal for advisers seeking flexibility and real ownership in their business relationships.

Benefits

Competitive basic salary

50% bonus structure

Full remote working

Equity in the business from day one

Qualifications

• Proven track record as an Independent Financial Advisor
• Ability to manage client relationships independently
• Desire for flexibility and ownership in work

Responsibilities

• Run your own client relationships without restrictions
• Receive full paraplanning and admin support
• Benefit from a competitive salary and equity in the business

Skills

Experience as an Independent Financial Advisor

Client relationship management

Entrepreneurial mindset

Job description

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Independent Financial Advisor, cheltenham

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Client:

IDEX Consulting Ltd

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

22.08.2025

Expiry Date:

06.10.2025

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Job Description:

Are you an experienced employed IFA feeling restricted by corporate bureaucracy and rigid structures?

Do you want the freedom to run your own client relationships, on your own terms - without sacrificing support, stability, or financial reward?

Would moving your clients to a truly modern, forward-thinking firm - offering full paraplanning and admin support, remote-first working, and equity from day one - be the game-changer you’ve been looking for?

Idex Consulting is exclusively representing a dynamic, independently owned IFA business that’s breaking the mould. They’re looking for accomplished, entrepreneurial advisers who want more than a payslip—who want flexibility, real ownership, and to be properly rewarded for the value they deliver.

In return, you’ll receive:

• A competitive basic salary (up to £110,000)
• 50% bonus structure
• Full remote working
• Equity in the business from the outset

The firm are happy to speak confidentially with advisers currently under restrictive covenants.

If you're ready to take back control of your career and align with a firm that truly values its people—let’s talk.