Self-Employed Financial Advisor

IDEX Consulting Ltd.; United Kingdom; On-site; GBP 60,000 - 100,000; Full time

Benefits offered by this job

Paraplanning support

Administration support

Compliance support

Marketing support

Opportunity to AR structure with Advis

Job summary

IDEX Consulting Ltd. is offering an attractive self-employed Financial Adviser opportunity that lets you build your own client base with the backing of a large organisation.

You’ll benefit from extensive paraplanning, administrative, compliance and marketing support while retaining the freedom to set your own client fees and develop an independent advisory business.

Qualifications

• Experienced Financial Adviser seeking greater independence.
• Holds Level 4 financial planning qualifications.
• Has an existing client bank or ability to develop one.
• Wants greater control over client fees.
• Entrepreneurial and commercially minded.
• Values strong paraplanning, compliance and administrative support.
• Wants to build a long-term financial planning business.

Responsibilities

• Build your own client proposition and set your own fees.
• Grow your client base with infrastructure support.
• Collaborate with paraplanning and compliance teams to deliver service.

Skills

Entrepreneurial mindset

Client development

Financial planning

Independence

Networking

Education

Level 4 financial planning qualifications

Job description

An established and growing fully independent financial planning business is looking to attract experienced Financial Advisers who are interested in building their own business while having access to the infrastructure, support and expertise of a much larger organisation.

The business currently supports 204 Financial Advisers, with ambitious plans to grow this to 250 Advisers. As a self-employed Adviser, you'll have the freedom to build your own client proposition and set your own fees, whilst benefiting from a comprehensive support structure designed to allow you to focus on advising and growing your client base.

The Proposition

You’ll have access to a significant infrastructure across paraplanning, administration, compliance and marketing, including:

• 34 Paraplanners
• 9 Support professionals
• 11 Compliance professionals
• Dedicated marketing support
• Full paraplanning and administrative functions
• Access to business consultancy and support from the owners
• A fully independent proposition
• The ability to create and set your own client fees

Earnings & Commercial Structure

The business operates a transparent revenue-share model designed to reward Advisers as they grow their business:

• 80% on revenue up to £150,000
• 85% on revenue between £150,000 and £200,000
• 90% on revenue above £200,000
• Standard RI fee applies

Business Ownership & Development

There is also an opportunity for Advisers who are particularly entrepreneurial to work more closely with the owners on business consulting opportunities. For Advisers looking to develop beyond their own client bank, there is also the potential for Advisers to become ARs together, creating opportunities to build and develop a wider advisory business alongside other experienced professionals.

Who Are They Looking For?

• The opportunity would suit an experienced Financial Adviser who:
• Is already operating as a Financial Adviser and wants greater independence
• Holds the relevant Level 4 financial planning qualifications
• Has an existing client bank or demonstrable ability to develop one
• Wants greater control over their proposition and client fees
• Is entrepreneurial and commercially minded
• Values having strong paraplanning, compliance and administrative support
• Wants to build a long-term financial planning business rather than simply move into another employed role

Why Consider the Opportunity?

This is an opportunity to operate with genuine independence while retaining access to the infrastructure of a sizeable and growing financial planning business.

With 204 Advisers already within the network and plans to reach 250, alongside dedicated paraplanning, support, compliance and marketing functions, Advisers can focus their time on what matters most, servicing clients, developing relationships and growing their business.

For the right individual, there is also scope to develop beyond being a sole Adviser through business consulting and potential opportunities to build an AR structure with other Advisers.

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.

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