New Business Financial Advisor

IDEX Consulting; West Alvington; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

IDEX Consulting is helping an established financial practice find a Financial Adviser to service a loyal client base and generate new business, backed by admin and paraplanning support.

You will advise across the full range of wealth products for high-net-worth clients, work in a hybrid role with a reasonable Hertfordshire commute, and build a network that drives growth and exceptional client outcomes.

Join a collaborative team focused on professional excellence and client-first advice.

Qualifications

• Proven experience advising in the high-net-worth space.
• Advising across the full spectrum of financial planning products.
• Proactive team player contributing to growth and reputation.
• Hybrid role; commutable to Hertfordshire.

Responsibilities

• Advise clients across financial planning products.
• Develop and nurture client relationships.
• Leverage admin and paraplanning support to focus on business development.
• Collaborate with the team to grow the practice.

Skills

High-net-worth advisory experience

Full spectrum financial planning

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]

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.