New Business Financial Advisor

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

Job summary

A reputable financial advisory firm seeks a Financial Adviser in Bristol to cultivate an existing client base and leverage professional networks. This role offers full administrative support, allowing focus on relationship building and business development. The ideal candidate will have experience advising high-net-worth clients and a proactive mindset. A hybrid working model is available.

Qualifications

• Demonstrated success in generating new business in financial advising.
• Ability to maintain client relationships while developing new ones.
• Living within a reasonable commute of Hertfordshire.

Responsibilities

• Inherit and grow a steady stream of loyal clients.
• Provide full administrative and paraplanning support.
• Develop a strong network to enhance earning potential.

Skills

Proven experience advising high-net-worth clients

Confidence in advising across financial planning products

Proactive team player

Job description

The Opportunity

Are you a Financial Adviser with experience in generating new business, seeking increased earning potential?

This is a superb chance to join a well-established, reputable practice where you will benefit from:

• A steady stream of loyal, existing clients inherited through a gradual transition
• Full administrative and paraplanning support so you can focus on client relationships and business development
• A wealth of high-quality referral opportunities from professional connections, marketing, and networking channels

Requirements

• Have proven experience advising in the high-net-worth space
• Be confident advising across the full spectrum of financial planning products
• Be a proactive team player who contributes to the firm's growth and reputation
• Live within a reasonable commute of Hertfordshire and enjoy the benefits of a hybrid role

Why This Role Stands Out

• Strong existing client base ready to be nurtured and grown
• Top-tier support from experienced admin and paraplanning teams
• The autonomy to develop your network and increase earnings significantly
• A collaborative, professional environment focused on client excellence

If you'd like to have a confidential conversation about this opportunity, please get in touch. Alternatively, submit your CV and we'll arrange a time to speak. - [e-mail]

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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.